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 | $122,878 | $68,547+79.3% | $120,354+2.1% | $80,856+52.0% |
| Participation rate | 83.9% | 61.6%+22.3pp | 71.9%+12.0pp | 67.6%+16.2pp |
| Annual return | 9.84% | 23.60%-13.8pp | 107.15%-97.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,506 | $2,051+22.2% | $3,463-27.6% | $2,755-9.0% |
| Participant deferral / active EE | $3,491 | $3,173+10.0% | $4,991-30.1% | $4,296-18.7% |
| Admin fee / account holder | $10,249 | $5,732+78.8% | $9,423+8.8% | $6,918+48.1% |