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 | $121,658 | $50,972+138.7% | $88,538+37.4% | $72,985+66.7% |
| Participation rate | 78.8% | 63.4%+15.4pp | 68.7%+10.0pp | 69.5%+9.3pp |
| Annual return | 9.19% | 29.62%-20.4pp | 43.64%-34.5pp | 81.00%-71.8pp |
| Employer contribution / active EE | $11,249 | $1,475+662.8% | $2,098+436.1% | $2,440+361.0% |
| Participant deferral / active EE | $2,350 | $2,230+5.4% | $2,914-19.4% | $3,607-34.9% |
| Admin fee / account holder | $8,118 | $3,230+151.3% | $4,310+88.3% | $5,124+58.4% |