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 | $127,113 | $89,753+41.6% | $107,525+18.2% | $84,808+49.9% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 12.29% | 29.48%-17.2pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $6,739 | $3,113+116.4% | $3,754+79.5% | $2,631+156.1% |
| Participant deferral / active EE | $6,073 | $4,056+49.7% | $5,116+18.7% | $4,212+44.2% |
| Admin fee / account holder | $5,711 | $7,222-20.9% | $8,919-36.0% | $7,344-22.2% |