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 | $128,107 | $101,724+25.9% | $164,813-22.3% | $80,856+58.4% |
| Participation rate | 89.5% | 71.8%+17.6pp | 78.6%+10.9pp | 67.6%+21.8pp |
| Annual return | 9.79% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,998 | $2,953+1.5% | $4,341-30.9% | $2,755+8.8% |
| Participant deferral / active EE | $5,826 | $4,477+30.1% | $6,031-3.4% | $4,296+35.6% |
| Admin fee / account holder | $14,788 | $8,227+79.7% | $12,690+16.5% | $6,918+113.8% |