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 | $124,782 | $73,933+68.8% | $96,683+29.1% | $75,163+66.0% |
| Participation rate | 95.7% | 66.4%+29.3pp | 74.3%+21.4pp | 67.2%+28.6pp |
| Annual return | 4.11% | 26.70%-22.6pp | 35.69%-31.6pp | 160.62%-156.5pp |
| Employer contribution / active EE | $2,556 | $2,928-12.7% | $3,737-31.6% | $2,670-4.2% |
| Participant deferral / active EE | $7,901 | $3,659+116.0% | $4,878+62.0% | $4,125+91.5% |
| Admin fee / account holder | $32,956 | $5,216+531.8% | $6,730+389.7% | $5,651+483.2% |