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 | $121,527 | $78,422+55.0% | $95,952+26.7% | $79,858+52.2% |
| Participation rate | 81.3% | 73.5%+7.8pp | 77.1%+4.2pp | 69.6%+11.6pp |
| Annual return | 7.90% | 19.37%-11.5pp | 91.61%-83.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,739 | $1,945+40.8% | $2,541+7.8% | $2,471+10.9% |
| Participant deferral / active EE | $6,517 | $3,440+89.5% | $4,167+56.4% | $3,740+74.2% |
| Admin fee / account holder | $34,715 | $5,622+517.5% | $6,795+410.9% | $5,306+554.2% |