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 | $122,143 | $76,552+59.6% | $123,892-1.4% | $62,891+94.2% |
| Participation rate | 77.9% | 73.0%+4.9pp | 81.4%-3.5pp | 69.3%+8.6pp |
| Annual return | 5.75% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,213 | $2,883-23.2% | $4,617-52.1% | $2,281-3.0% |
| Participant deferral / active EE | $8,428 | $4,840+74.1% | $5,984+40.8% | $3,203+163.1% |
| Admin fee / account holder | $1,112 | $4,826-77.0% | $8,357-86.7% | $4,296-74.1% |