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 | $125,142 | $70,428+77.7% | $96,562+29.6% | $85,850+45.8% |
| Participation rate | 71.9% | 61.8%+10.1pp | 69.8%+2.1pp | 69.3%+2.6pp |
| Annual return | 10.79% | 18.59%-7.8pp | 37.78%-27.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,526 | $1,413+8.0% | $2,356-35.2% | $2,565-40.5% |
| Participant deferral / active EE | $5,393 | $2,894+86.4% | $3,849+40.1% | $3,952+36.5% |
| Admin fee / account holder | $3,415 | $4,997-31.7% | $6,181-44.8% | $6,260-45.4% |