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 | $129,824 | $80,968+60.3% | $96,544+34.5% | $75,163+72.7% |
| Participation rate | 87.9% | 71.8%+16.1pp | 76.0%+12.0pp | 67.2%+20.7pp |
| Annual return | 10.56% | 27.06%-16.5pp | 25.84%-15.3pp | 160.62%-150.1pp |
| Employer contribution / active EE | $9,876 | $2,282+332.8% | $2,965+233.1% | $2,670+269.9% |
| Participant deferral / active EE | $5,317 | $3,928+35.4% | $4,851+9.6% | $4,125+28.9% |
| Admin fee / account holder | $4,196 | $6,724-37.6% | $8,252-49.2% | $5,651-25.7% |