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 | $141,532 | $54,541+159.5% | $78,778+79.7% | $70,131+101.8% |
| Participation rate | 97.1% | 60.8%+36.3pp | 69.2%+27.9pp | 69.5%+27.5pp |
| Annual return | 9.84% | 21.07%-11.2pp | 35.62%-25.8pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,236 | $1,089+13.5% | $1,986-37.8% | $2,342-47.2% |
| Participant deferral / active EE | $3,983 | $2,210+80.2% | $2,958+34.6% | $3,332+19.5% |
| Admin fee / account holder | $4,328 | $3,709+16.7% | $5,134-15.7% | $4,645-6.8% |