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 | $143,179 | $93,571+53.0% | $135,903+5.4% | $75,163+90.5% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 11.12% | 30.90%-19.8pp | 68.23%-57.1pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,375 | $3,537-32.9% | $4,856-51.1% | $2,670-11.1% |
| Participant deferral / active EE | $4,176 | $6,404-34.8% | $7,758-46.2% | $4,125+1.2% |
| Admin fee / account holder | $3,084 | $6,975-55.8% | $10,762-71.3% | $5,651-45.4% |