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 | $138,058 | $80,673+71.1% | $101,326+36.3% | $84,808+62.8% |
| Participation rate | 76.9% | 77.8%-0.9pp | 81.5%-4.6pp | 68.3%+8.6pp |
| Annual return | 12.72% | 38.95%-26.2pp | 36.82%-24.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,594 | $2,698-40.9% | $3,665-56.5% | $2,631-39.4% |
| Participant deferral / active EE | $6,376 | $6,840-6.8% | $7,994-20.2% | $4,212+51.4% |
| Admin fee / account holder | $5,490 | $12,784-57.1% | $11,185-50.9% | $7,344-25.2% |