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 | $130,493 | $71,050+83.7% | $93,606+39.4% | $80,856+61.4% |
| Participation rate | 81.8% | 60.4%+21.4pp | 68.7%+13.1pp | 67.6%+14.2pp |
| Annual return | 9.82% | 11.26%-1.4pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,743 | $1,564+11.5% | $2,420-28.0% | $2,755-36.7% |
| Participant deferral / active EE | $4,534 | $4,034+12.4% | $4,411+2.8% | $4,296+5.5% |
| Admin fee / account holder | $2,884 | $6,945-58.5% | $8,285-65.2% | $6,918-58.3% |