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 | $140,236 | $79,944+75.4% | $98,439+42.5% | $75,163+86.6% |
| Participation rate | 84.0% | 70.4%+13.6pp | 75.2%+8.8pp | 67.2%+16.8pp |
| Annual return | 11.75% | 19.75%-8.0pp | 21.16%-9.4pp | 160.62%-148.9pp |
| Employer contribution / active EE | $3,196 | $2,264+41.2% | $3,048+4.8% | $2,670+19.7% |
| Participant deferral / active EE | $6,541 | $3,752+74.3% | $4,738+38.1% | $4,125+58.6% |
| Admin fee / account holder | $28,423 | $6,840+315.5% | $8,948+217.7% | $5,651+403.0% |