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 | $142,972 | $93,571+52.8% | $135,903+5.2% | $75,163+90.2% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 14.25% | 30.90%-16.7pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,611 | $3,537-26.2% | $4,856-46.2% | $2,670-2.2% |
| Participant deferral / active EE | $5,769 | $6,404-9.9% | $7,758-25.6% | $4,125+39.9% |
| Admin fee / account holder | $9,152 | $6,975+31.2% | $10,762-15.0% | $5,651+62.0% |