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 | $125,239 | $85,202+47.0% | $172,739-27.5% | $72,985+71.6% |
| Participation rate | 86.2% | 70.1%+16.1pp | 82.6%+3.6pp | 69.5%+16.7pp |
| Annual return | 14.98% | 27.32%-12.3pp | 802.84%-787.9pp | 81.00%-66.0pp |
| Employer contribution / active EE | $2,075 | $3,324-37.6% | $5,143-59.7% | $2,440-15.0% |
| Participant deferral / active EE | $4,217 | $3,260+29.4% | $5,198-18.9% | $3,607+16.9% |
| Admin fee / account holder | $9,260 | $5,884+57.4% | $13,954-33.6% | $5,124+80.7% |