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 | $137,912 | $72,492+90.2% | $87,100+58.3% | $72,985+89.0% |
| Participation rate | 89.9% | 72.8%+17.1pp | 76.9%+13.0pp | 69.5%+20.4pp |
| Annual return | 14.92% | 24.46%-9.5pp | 28.19%-13.3pp | 81.00%-66.1pp |
| Employer contribution / active EE | $3,289 | $1,894+73.7% | $2,521+30.5% | $2,440+34.8% |
| Participant deferral / active EE | $5,150 | $3,270+57.5% | $4,049+27.2% | $3,607+42.8% |
| Admin fee / account holder | $7,207 | $5,055+42.6% | $7,497-3.9% | $5,124+40.6% |