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 | $136,470 | $78,705+73.4% | $117,854+15.8% | $70,131+94.6% |
| Participation rate | 75.9% | 73.2%+2.7pp | 79.7%-3.8pp | 69.5%+6.3pp |
| Annual return | 11.43% | 23.30%-11.9pp | 335.08%-323.6pp | 73.14%-61.7pp |
| Employer contribution / active EE | $2,640 | $2,223+18.7% | $3,786-30.3% | $2,342+12.7% |
| Participant deferral / active EE | $4,647 | $3,297+40.9% | $4,482+3.7% | $3,332+39.5% |
| Admin fee / account holder | $5,936 | $5,065+17.2% | $8,020-26.0% | $4,645+27.8% |