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 | $139,494 | $99,985+39.5% | $146,665-4.9% | $85,850+62.5% |
| Participation rate | 90.0% | 73.1%+16.9pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 9.95% | 18.93%-9.0pp | 22.74%-12.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,970 | $2,559+16.1% | $4,136-28.2% | $2,565+15.8% |
| Participant deferral / active EE | $6,624 | $4,006+65.4% | $5,506+20.3% | $3,952+67.6% |
| Admin fee / account holder | $10,717 | $7,702+39.1% | $10,280+4.3% | $6,260+71.2% |