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 | $121,581 | $58,523+107.7% | $99,443+22.3% | $72,985+66.6% |
| Participation rate | 93.3% | 64.6%+28.7pp | 73.8%+19.5pp | 69.5%+23.8pp |
| Annual return | 15.74% | 28.51%-12.8pp | 30.72%-15.0pp | 81.00%-65.3pp |
| Employer contribution / active EE | $1,180 | $1,512-22.0% | $2,540-53.6% | $2,440-51.7% |
| Participant deferral / active EE | $5,405 | $2,606+107.4% | $3,619+49.4% | $3,607+49.8% |
| Admin fee / account holder | $8,361 | $4,102+103.8% | $6,250+33.8% | $5,124+63.2% |