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 | $132,805 | $78,422+69.3% | $95,952+38.4% | $79,858+66.3% |
| Participation rate | 90.2% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.6pp |
| Annual return | 8.45% | 19.37%-10.9pp | 91.61%-83.2pp | 31.71%-23.3pp |
| Employer contribution / active EE | $3,283 | $1,945+68.8% | $2,541+29.2% | $2,471+32.9% |
| Participant deferral / active EE | $6,949 | $3,440+102.0% | $4,167+66.8% | $3,740+85.8% |
| Admin fee / account holder | $1,580 | $5,622-71.9% | $6,795-76.8% | $5,306-70.2% |