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 | $129,117 | $69,977+84.5% | $108,579+18.9% | $62,891+105.3% |
| Participation rate | 95.3% | 72.9%+22.5pp | 79.6%+15.8pp | 69.3%+26.0pp |
| Annual return | 4.57% | 10.73%-6.2pp | -51.70%+56.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,866 | $2,135+34.2% | $3,758-23.8% | $2,281+25.6% |
| Participant deferral / active EE | $5,940 | $3,165+87.7% | $4,311+37.8% | $3,203+85.5% |
| Admin fee / account holder | $16,166 | $5,076+218.4% | $7,645+111.5% | $4,296+276.3% |