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 | $116,493 | $58,512+99.1% | $84,015+38.7% | $72,985+59.6% |
| Participation rate | 92.6% | 61.2%+31.4pp | 69.0%+23.6pp | 69.5%+23.1pp |
| Annual return | 11.50% | 28.93%-17.4pp | 71.31%-59.8pp | 81.00%-69.5pp |
| Employer contribution / active EE | $2,270 | $1,163+95.2% | $1,983+14.4% | $2,440-7.0% |
| Participant deferral / active EE | $3,492 | $2,394+45.9% | $3,239+7.8% | $3,607-3.2% |
| Admin fee / account holder | $13,209 | $4,569+189.1% | $6,101+116.5% | $5,124+157.8% |