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 | $142,084 | $80,717+76.0% | $154,803-8.2% | $84,808+67.5% |
| Participation rate | 89.1% | 66.8%+22.3pp | 78.1%+11.0pp | 68.3%+20.8pp |
| Annual return | 12.68% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,814 | $2,761-34.3% | $4,305-57.9% | $2,631-31.1% |
| Participant deferral / active EE | $4,211 | $3,303+27.5% | $5,540-24.0% | $4,2120% |
| Admin fee / account holder | $8,370 | $6,746+24.1% | $14,329-41.6% | $7,344+14.0% |