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 | $121,149 | $54,762+121.2% | $90,281+34.2% | $72,985+66.0% |
| Participation rate | 94.1% | 65.1%+29.0pp | 73.3%+20.8pp | 69.5%+24.6pp |
| Annual return | 5.57% | 30.63%-25.1pp | 78.10%-72.5pp | 81.00%-75.4pp |
| Employer contribution / active EE | $4,737 | $2,092+126.4% | $2,854+66.0% | $2,440+94.2% |
| Participant deferral / active EE | $3,767 | $2,887+30.5% | $3,885-3.0% | $3,607+4.4% |
| Admin fee / account holder | $13,222 | $3,972+232.9% | $5,351+147.1% | $5,124+158.0% |