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 | $133,260 | $68,547+94.4% | $120,354+10.7% | $80,856+64.8% |
| Participation rate | 97.2% | 61.6%+35.6pp | 71.9%+25.3pp | 67.6%+29.6pp |
| Annual return | 9.78% | 23.60%-13.8pp | 107.15%-97.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,581 | $2,051+25.8% | $3,463-25.5% | $2,755-6.3% |
| Participant deferral / active EE | $6,841 | $3,173+115.6% | $4,991+37.1% | $4,296+59.2% |
| Admin fee / account holder | $19,005 | $5,732+231.6% | $9,423+101.7% | $6,918+174.7% |