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 | $118,042 | $71,050+66.1% | $93,606+26.1% | $80,856+46.0% |
| Participation rate | 76.0% | 60.4%+15.6pp | 68.7%+7.3pp | 67.6%+8.4pp |
| Annual return | 9.04% | 11.26%-2.2pp | 133.20%-124.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $3,137 | $1,564+100.6% | $2,420+29.6% | $2,755+13.9% |
| Participant deferral / active EE | $8,571 | $4,034+112.5% | $4,411+94.3% | $4,296+99.5% |
| Admin fee / account holder | $16,083 | $6,945+131.6% | $8,285+94.1% | $6,918+132.5% |