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 | $114,784 | $93,571+22.7% | $135,903-15.5% | $75,163+52.7% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 14.75% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,633 | $3,537-25.5% | $4,856-45.8% | $2,670-1.4% |
| Participant deferral / active EE | $9,108 | $6,404+42.2% | $7,758+17.4% | $4,125+120.8% |
| Admin fee / account holder | $9,157 | $6,975+31.3% | $10,762-14.9% | $5,651+62.0% |