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 | $133,839 | $54,705+144.7% | $71,209+88.0% | $84,808+57.8% |
| Participation rate | 77.6% | 64.1%+13.5pp | 73.8%+3.8pp | 68.3%+9.2pp |
| Annual return | 11.07% | 35.90%-24.8pp | 282.51%-271.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $3,268 | $2,158+51.5% | $2,721+20.1% | $2,631+24.2% |
| Participant deferral / active EE | $4,872 | $3,030+60.8% | $4,175+16.7% | $4,212+15.7% |
| Admin fee / account holder | $7,037 | $4,863+44.7% | $5,349+31.6% | $7,344-4.2% |