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 | $132,032 | $85,022+55.3% | $70,515+87.2% | $139,434-5.3% |
| Participation rate | 81.3% | 73.9%+7.3pp | 68.3%+12.9pp | 80.3%+0.9pp |
| Annual return | 6.53% | 30.38%-23.9pp | 32.77%-26.2pp | 372.94%-366.4pp |
| Employer contribution / active EE | $9,680 | $3,909+147.6% | $2,973+225.6% | $4,751+103.8% |
| Participant deferral / active EE | $1,660 | $5,890-71.8% | $4,567-63.6% | $6,710-75.3% |
| Admin fee / account holder | $25,032 | $8,906+181.1% | $6,412+290.4% | $11,403+119.5% |