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 | $140,647 | $73,933+90.2% | $96,683+45.5% | $75,163+87.1% |
| Participation rate | 97.0% | 66.4%+30.5pp | 74.3%+22.6pp | 67.2%+29.8pp |
| Annual return | 11.66% | 26.70%-15.0pp | 35.69%-24.0pp | 160.62%-149.0pp |
| Employer contribution / active EE | $6,572 | $2,928+124.5% | $3,737+75.9% | $2,670+146.2% |
| Participant deferral / active EE | $6,010 | $3,659+64.3% | $4,878+23.2% | $4,125+45.7% |
| Admin fee / account holder | $4,630 | $5,216-11.2% | $6,730-31.2% | $5,651-18.1% |