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 | $127,918 | $109,881+16.4% | $150,045-14.7% | $84,808+50.8% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 11.89% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,779 | $3,561+6.1% | $4,693-19.5% | $2,631+43.6% |
| Participant deferral / active EE | $6,571 | $6,636-1.0% | $7,997-17.8% | $4,212+56.0% |
| Admin fee / account holder | $40,353 | $8,568+371.0% | $13,435+200.4% | $7,344+449.5% |