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 | $127,079 | $78,672+61.5% | $109,143+16.4% | $85,850+48.0% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 6.30% | 25.09%-18.8pp | 25.75%-19.4pp | 318.53%-312.2pp |
| Employer contribution / active EE | $5,843 | $2,735+113.6% | $3,722+57.0% | $2,565+127.8% |
| Participant deferral / active EE | $5,817 | $3,467+67.8% | $4,653+25.0% | $3,952+47.2% |
| Admin fee / account holder | $1,731 | $5,469-68.4% | $6,752-74.4% | $6,260-72.4% |