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 | $130,122 | $74,927+73.7% | $101,794+27.8% | $84,808+53.4% |
| Participation rate | 86.2% | 61.4%+24.8pp | 69.2%+17.0pp | 68.3%+17.9pp |
| Annual return | 12.11% | 18.70%-6.6pp | 30.53%-18.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,756 | $1,522+15.4% | $2,289-23.3% | $2,631-33.3% |
| Participant deferral / active EE | $5,453 | $3,099+75.9% | $4,084+33.5% | $4,212+29.5% |
| Admin fee / account holder | $15,914 | $6,514+144.3% | $8,777+81.3% | $7,344+116.7% |