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 | $139,957 | $87,733+59.5% | $106,548+31.4% | $85,850+63.0% |
| Participation rate | 87.9% | 71.9%+15.9pp | 76.1%+11.7pp | 69.3%+18.6pp |
| Annual return | 10.13% | 21.86%-11.7pp | 26.80%-16.7pp | 318.53%-308.4pp |
| Employer contribution / active EE | $2,299 | $2,073+10.9% | $2,819-18.5% | $2,565-10.4% |
| Participant deferral / active EE | $5,285 | $3,469+52.3% | $4,398+20.2% | $3,952+33.7% |
| Admin fee / account holder | $31,348 | $6,767+363.2% | $7,407+323.2% | $6,260+400.8% |