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 | $142,161 | $79,944+77.8% | $98,439+44.4% | $75,163+89.1% |
| Participation rate | 79.2% | 70.4%+8.8pp | 75.2%+4.0pp | 67.2%+12.0pp |
| Annual return | 11.94% | 19.75%-7.8pp | 21.16%-9.2pp | 160.62%-148.7pp |
| Employer contribution / active EE | $4,391 | $2,264+93.9% | $3,048+44.0% | $2,670+64.5% |
| Participant deferral / active EE | $4,724 | $3,752+25.9% | $4,738-0.3% | $4,125+14.5% |
| Admin fee / account holder | $2,713 | $6,840-60.3% | $8,948-69.7% | $5,651-52.0% |