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 | $143,030 | $89,753+59.4% | $107,525+33.0% | $84,808+68.7% |
| Participation rate | 97.9% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.6pp |
| Annual return | 7.80% | 29.48%-21.7pp | 181.32%-173.5pp | 40.90%-33.1pp |
| Employer contribution / active EE | $3,780 | $3,113+21.4% | $3,754+0.7% | $2,631+43.7% |
| Participant deferral / active EE | $9,538 | $4,056+135.1% | $5,116+86.4% | $4,212+126.5% |
| Admin fee / account holder | $10,719 | $7,222+48.4% | $8,919+20.2% | $7,344+46.0% |