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 | $139,856 | $98,750+41.6% | $149,696-6.6% | $79,858+75.1% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 6.84% | 27.43%-20.6pp | 276.60%-269.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $4,738 | $3,216+47.3% | $4,644+2.0% | $2,471+91.8% |
| Participant deferral / active EE | $5,977 | $5,680+5.2% | $6,842-12.6% | $3,740+59.8% |
| Admin fee / account holder | $2,454 | $6,053-59.5% | $9,309-73.6% | $5,306-53.8% |