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 | $119,463 | $91,552+30.5% | $133,956-10.8% | $79,858+49.6% |
| Participation rate | 86.9% | 73.3%+13.5pp | 79.8%+7.0pp | 69.6%+17.3pp |
| Annual return | 3.83% | 61.85%-58.0pp | 45.09%-41.3pp | 31.71%-27.9pp |
| Employer contribution / active EE | $2,889 | $2,384+21.2% | $3,919-26.3% | $2,471+16.9% |
| Participant deferral / active EE | $3,364 | $3,733-9.9% | $5,048-33.4% | $3,740-10.1% |
| Admin fee / account holder | $3,055 | $6,321-51.7% | $8,927-65.8% | $5,306-42.4% |