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 | $112,447 | $71,050+58.3% | $93,606+20.1% | $80,856+39.1% |
| Participation rate | 77.6% | 60.4%+17.2pp | 68.7%+8.9pp | 67.6%+10.0pp |
| Annual return | 8.98% | 11.26%-2.3pp | 133.20%-124.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $3,088 | $1,564+97.5% | $2,420+27.6% | $2,755+12.1% |
| Participant deferral / active EE | $5,616 | $4,034+39.2% | $4,411+27.3% | $4,296+30.7% |
| Admin fee / account holder | $9,499 | $6,945+36.8% | $8,285+14.6% | $6,918+37.3% |