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 | $91,313 | $77,899+17.2% | $149,673-39.0% | $75,163+21.5% |
| Participation rate | 80.5% | 65.6%+14.9pp | 78.8%+1.7pp | 67.2%+13.3pp |
| Annual return | 12.67% | 31.72%-19.0pp | 134.42%-121.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,492 | $3,137+11.3% | $4,818-27.5% | $2,670+30.8% |
| Participant deferral / active EE | $6,161 | $3,411+80.6% | $5,680+8.5% | $4,125+49.4% |
| Admin fee / account holder | $11,902 | $5,956+99.8% | $13,210-9.9% | $5,651+110.6% |