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 7-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 | $80,220 | $125,758-36.2% | $169,993-52.8% | $75,163+6.7% |
| Participation rate | 89.7% | 83.6%+6.1pp | 87.0%+2.7pp | 67.2%+22.5pp |
| Annual return | 11.78% | 27.20%-15.4pp | 53.37%-41.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $6,849 | $4,615+48.4% | $6,785+0.9% | $2,670+156.6% |
| Participant deferral / active EE | $7,996 | $6,837+16.9% | $10,408-23.2% | $4,125+93.8% |
| Admin fee / account holder | $13,513 | $8,173+65.3% | $12,815+5.4% | $5,651+139.1% |