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 | $126,816 | $58,512+116.7% | $84,015+50.9% | $72,985+73.8% |
| Participation rate | 94.9% | 61.2%+33.7pp | 69.0%+25.9pp | 69.5%+25.4pp |
| Annual return | 2.99% | 28.93%-25.9pp | 71.31%-68.3pp | 81.00%-78.0pp |
| Employer contribution / active EE | $2,315 | $1,163+99.1% | $1,983+16.7% | $2,440-5.1% |
| Participant deferral / active EE | $3,817 | $2,394+59.5% | $3,239+17.9% | $3,607+5.8% |
| Admin fee / account holder | $3,511 | $4,569-23.2% | $6,101-42.4% | $5,124-31.5% |