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 | $127,735 | $88,672+44.1% | $105,223+21.4% | $82,448+54.9% |
| Participation rate | 97.6% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | 12.75% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $4,810 | $3,048+57.8% | $3,689+30.4% | $2,551+88.6% |
| Participant deferral / active EE | $6,344 | $4,036+57.2% | $5,072+25.1% | $4,139+53.3% |
| Admin fee / account holder | $2,299 | $7,146-67.8% | $8,859-74.0% | $7,234-68.2% |