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 | $135,862 | $89,753+51.4% | $107,525+26.4% | $84,808+60.2% |
| Participation rate | 82.1% | 68.1%+14.1pp | 75.1%+7.1pp | 68.3%+13.8pp |
| Annual return | 7.04% | 29.48%-22.4pp | 181.32%-174.3pp | 40.90%-33.9pp |
| Employer contribution / active EE | $6,179 | $3,113+98.5% | $3,754+64.6% | $2,631+134.8% |
| Participant deferral / active EE | $8,288 | $4,056+104.3% | $5,116+62.0% | $4,212+96.8% |
| Admin fee / account holder | $9,126 | $7,222+26.4% | $8,919+2.3% | $7,344+24.3% |