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 | $123,103 | $86,286+42.7% | $111,297+10.6% | $85,850+43.4% |
| Participation rate | 87.5% | 73.3%+14.2pp | 77.3%+10.2pp | 69.3%+18.2pp |
| Annual return | 10.45% | 19.99%-9.5pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $4,749 | $2,043+132.5% | $2,731+73.9% | $2,565+85.2% |
| Participant deferral / active EE | $3,242 | $3,641-10.9% | $4,487-27.7% | $3,952-18.0% |
| Admin fee / account holder | $33,434 | $8,188+308.3% | $7,964+319.8% | $6,260+434.1% |