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 | $127,577 | $68,719+85.7% | $91,541+39.4% | $84,808+50.4% |
| Participation rate | 76.7% | 64.5%+12.2pp | 69.8%+7.0pp | 68.3%+8.4pp |
| Annual return | 10.78% | 19.12%-8.3pp | 20.50%-9.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,799 | $1,920+97.9% | $2,505+51.7% | $2,631+44.4% |
| Participant deferral / active EE | $4,321 | $3,136+37.8% | $4,008+7.8% | $4,212+2.6% |
| Admin fee / account holder | $7,466 | $5,786+29.0% | $6,956+7.3% | $7,344+1.7% |