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 | $126,229 | $69,977+80.4% | $108,579+16.3% | $62,891+100.7% |
| Participation rate | 86.0% | 72.9%+13.1pp | 79.6%+6.4pp | 69.3%+16.7pp |
| Annual return | 3.14% | 10.73%-7.6pp | -51.70%+54.8pp | 20.14%-17.0pp |
| Employer contribution / active EE | $2,431 | $2,135+13.8% | $3,758-35.3% | $2,281+6.6% |
| Participant deferral / active EE | $3,908 | $3,165+23.5% | $4,311-9.3% | $3,203+22.0% |
| Admin fee / account holder | $1,370 | $5,076-73.0% | $7,645-82.1% | $4,296-68.1% |