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 | $67,894+87.9% | $89,340+42.8% | $82,448+54.7% |
| Participation rate | 76.7% | 64.0%+12.7pp | 69.6%+7.2pp | 68.1%+8.7pp |
| Annual return | 10.78% | 19.21%-8.4pp | 20.57%-9.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $3,799 | $1,828+107.8% | $2,231+70.3% | $2,551+48.9% |
| Participant deferral / active EE | $4,321 | $3,072+40.6% | $3,823+13.0% | $4,139+4.4% |
| Admin fee / account holder | $7,466 | $5,723+30.5% | $6,704+11.4% | $7,234+3.2% |