See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,125 | $54,541+144.1% | $78,778+69.0% | $70,131+89.8% |
| Participation rate | 89.6% | 60.8%+28.8pp | 69.2%+20.4pp | 69.5%+20.1pp |
| Annual return | 11.81% | 21.07%-9.3pp | 35.62%-23.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,783 | $1,089+63.8% | $1,986-10.2% | $2,342-23.9% |
| Participant deferral / active EE | $4,194 | $2,210+89.8% | $2,958+41.8% | $3,332+25.9% |
| Admin fee / account holder | $3,033 | $3,709-18.2% | $5,134-40.9% | $4,645-34.7% |