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 | $143,064 | $88,672+61.3% | $105,223+36.0% | $82,448+73.5% |
| Participation rate | 84.8% | 67.9%+16.9pp | 75.0%+9.8pp | 68.1%+16.8pp |
| Annual return | 11.18% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,822 | $3,048-7.4% | $3,689-23.5% | $2,551+10.6% |
| Participant deferral / active EE | $5,905 | $4,036+46.3% | $5,072+16.4% | $4,139+42.7% |
| Admin fee / account holder | $9,125 | $7,146+27.7% | $8,859+3.0% | $7,234+26.1% |