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 | $133,477 | $64,324+107.5% | $118,925+12.2% | $79,858+67.1% |
| Participation rate | 94.4% | 64.9%+29.6pp | 75.4%+19.1pp | 69.6%+24.8pp |
| Annual return | 3.87% | 86.45%-82.6pp | 35.88%-32.0pp | 31.71%-27.8pp |
| Employer contribution / active EE | $2,083 | $1,836+13.5% | $3,263-36.1% | $2,471-15.7% |
| Participant deferral / active EE | $2,657 | $2,824-5.9% | $4,265-37.7% | $3,740-29.0% |
| Admin fee / account holder | $10,145 | $4,040+151.1% | $6,581+54.2% | $5,306+91.2% |