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 | $132,164 | $67,411+96.1% | $91,001+45.2% | $70,131+88.5% |
| Participation rate | 89.7% | 71.4%+18.4pp | 75.6%+14.1pp | 69.5%+20.2pp |
| Annual return | 11.72% | -40.16%+51.9pp | 4.60%+7.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $3,225 | $1,786+80.6% | $2,456+31.3% | $2,342+37.7% |
| Participant deferral / active EE | $7,558 | $2,823+167.8% | $3,547+113.1% | $3,332+126.9% |
| Admin fee / account holder | $12,206 | $4,236+188.1% | $5,417+125.3% | $4,645+162.8% |