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 | $142,368 | $93,571+52.1% | $135,903+4.8% | $75,163+89.4% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.5pp | 67.2%+14.2pp |
| Annual return | 13.81% | 30.90%-17.1pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,709 | $3,537-23.4% | $4,856-44.2% | $2,670+1.5% |
| Participant deferral / active EE | $5,875 | $6,404-8.3% | $7,758-24.3% | $4,125+42.4% |
| Admin fee / account holder | $20,103 | $6,975+188.2% | $10,762+86.8% | $5,651+255.8% |