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 | $138,385 | $84,233+64.3% | $170,442-18.8% | $70,131+97.3% |
| Participation rate | 73.5% | 70.8%+2.7pp | 83.6%-10.1pp | 69.5%+4.0pp |
| Annual return | 8.78% | 23.06%-14.3pp | 205.93%-197.2pp | 73.14%-64.4pp |
| Employer contribution / active EE | $3,029 | $3,387-10.6% | $5,433-44.2% | $2,342+29.3% |
| Participant deferral / active EE | $5,344 | $3,086+73.2% | $4,939+8.2% | $3,332+60.4% |
| Admin fee / account holder | $897 | $5,698-84.3% | $13,880-93.5% | $4,645-80.7% |