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 | $133,722 | $89,355+49.7% | $141,162-5.3% | $72,985+83.2% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 18.99% | 111.85%-92.9pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $5,277 | $3,114+69.4% | $4,735+11.4% | $2,440+116.3% |
| Participant deferral / active EE | $14,766 | $5,418+172.5% | $6,709+120.1% | $3,607+309.3% |
| Admin fee / account holder | $2,432 | $5,958-59.2% | $10,261-76.3% | $5,124-52.5% |