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 | $120,782 | $73,933+63.4% | $96,683+24.9% | $75,163+60.7% |
| Participation rate | 88.1% | 66.4%+21.7pp | 74.3%+13.8pp | 67.2%+20.9pp |
| Annual return | 11.38% | 26.70%-15.3pp | 35.69%-24.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $4,208 | $2,928+43.7% | $3,737+12.6% | $2,670+57.6% |
| Participant deferral / active EE | $7,937 | $3,659+116.9% | $4,878+62.7% | $4,125+92.4% |
| Admin fee / account holder | $8,257 | $5,216+58.3% | $6,730+22.7% | $5,651+46.1% |