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 | $135,045 | $65,395+106.5% | $182,532-26.0% | $72,985+85.0% |
| Participation rate | 97.7% | 65.4%+32.3pp | 78.0%+19.8pp | 69.5%+28.2pp |
| Annual return | 10.86% | 27.68%-16.8pp | 148.54%-137.7pp | 81.00%-70.1pp |
| Employer contribution / active EE | $4,556 | $1,911+138.4% | $4,076+11.8% | $2,440+86.7% |
| Participant deferral / active EE | $4,976 | $3,563+39.7% | $5,524-9.9% | $3,607+37.9% |
| Admin fee / account holder | $2,906 | $4,245-31.5% | $8,592-66.2% | $5,124-43.3% |