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 | $143,939 | $72,012+99.9% | $185,823-22.5% | $79,858+80.2% |
| Participation rate | 76.0% | 65.8%+10.2pp | 78.0%-2.0pp | 69.6%+6.4pp |
| Annual return | 8.81% | 23.12%-14.3pp | 35.95%-27.1pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,090 | $1,965+6.4% | $4,087-48.9% | $2,471-15.4% |
| Participant deferral / active EE | $3,814 | $3,779+0.9% | $5,632-32.3% | $3,740+2.0% |
| Admin fee / account holder | $6,196 | $4,513+37.3% | $9,500-34.8% | $5,306+16.8% |