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 | $145,605 | $80,968+79.8% | $96,544+50.8% | $75,163+93.7% |
| Participation rate | 95.8% | 71.8%+24.1pp | 76.0%+19.9pp | 67.2%+28.6pp |
| Annual return | 12.59% | 27.06%-14.5pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,553 | $2,282+11.9% | $2,965-13.9% | $2,670-4.4% |
| Participant deferral / active EE | $5,142 | $3,928+30.9% | $4,851+6.0% | $4,125+24.6% |
| Admin fee / account holder | $18,430 | $6,724+174.1% | $8,252+123.3% | $5,651+226.1% |