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 | $122,583 | $93,571+31.0% | $135,903-9.8% | $75,163+63.1% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 11.92% | 30.90%-19.0pp | 68.23%-56.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $4,404 | $3,537+24.5% | $4,856-9.3% | $2,670+65.0% |
| Participant deferral / active EE | $10,705 | $6,404+67.2% | $7,758+38.0% | $4,125+159.5% |
| Admin fee / account holder | $33,189 | $6,975+375.8% | $10,762+208.4% | $5,651+487.3% |