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 | $139,975 | $93,571+49.6% | $135,903+3.0% | $75,163+86.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 13.70% | 30.90%-17.2pp | 68.23%-54.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,493 | $3,537-57.8% | $4,856-69.3% | $2,670-44.1% |
| Participant deferral / active EE | $5,845 | $6,404-8.7% | $7,758-24.7% | $4,125+41.7% |
| Admin fee / account holder | $52,900 | $6,975+658.4% | $10,762+391.5% | $5,651+836.1% |