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 | $135,115 | $71,057+90.1% | $93,654+44.3% | $80,874+67.1% |
| Participation rate | 73.8% | 60.4%+13.4pp | 68.7%+5.1pp | 67.6%+6.2pp |
| Annual return | 9.11% | 11.26%-2.2pp | 133.34%-124.2pp | 35.62%-26.5pp |
| Employer contribution / active EE | $1,708 | $1,564+9.2% | $2,421-29.4% | $2,756-38.0% |
| Participant deferral / active EE | $5,013 | $4,034+24.3% | $4,413+13.6% | $4,297+16.7% |
| Admin fee / account holder | $2,857 | $6,944-58.9% | $8,282-65.5% | $6,935-58.8% |