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 | $129,106 | $79,944+61.5% | $98,439+31.2% | $75,163+71.8% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.4pp | 67.2%+29.4pp |
| Annual return | 12.59% | 19.75%-7.2pp | 21.16%-8.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,731 | $2,264+20.7% | $3,048-10.4% | $2,670+2.3% |
| Participant deferral / active EE | $7,186 | $3,752+91.5% | $4,738+51.7% | $4,125+74.2% |
| Admin fee / account holder | $12,026 | $6,840+75.8% | $8,948+34.4% | $5,651+112.8% |