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 | $120,339 | $89,753+34.1% | $107,525+11.9% | $84,808+41.9% |
| Participation rate | 82.8% | 68.1%+14.7pp | 75.1%+7.7pp | 68.3%+14.4pp |
| Annual return | 11.25% | 29.48%-18.2pp | 181.32%-170.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,832 | $3,113-41.2% | $3,754-51.2% | $2,631-30.4% |
| Participant deferral / active EE | $5,196 | $4,056+28.1% | $5,116+1.6% | $4,212+23.4% |
| Admin fee / account holder | $2,925 | $7,222-59.5% | $8,919-67.2% | $7,344-60.2% |