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 | $125,280 | $60,022+108.7% | $88,946+40.8% | $84,808+47.7% |
| Participation rate | 77.6% | 57.8%+19.7pp | 68.8%+8.7pp | 68.3%+9.2pp |
| Annual return | 12.57% | 22.43%-9.9pp | 57.82%-45.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,589 | $1,703+169.5% | $2,555+79.6% | $2,631+74.4% |
| Participant deferral / active EE | $6,777 | $3,114+117.6% | $4,581+47.9% | $4,212+60.9% |
| Admin fee / account holder | $11,356 | $4,811+136.0% | $8,261+37.5% | $7,344+54.6% |