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 | $108,179 | $72,277+49.7% | $101,248+6.8% | $79,858+35.5% |
| Participation rate | 89.1% | 68.5%+20.6pp | 75.8%+13.3pp | 69.6%+19.5pp |
| Annual return | 8.36% | 22.30%-13.9pp | 46.47%-38.1pp | 31.71%-23.4pp |
| Employer contribution / active EE | $2,086 | $2,692-22.5% | $3,660-43.0% | $2,471-15.6% |
| Participant deferral / active EE | $9,106 | $3,282+177.5% | $4,370+108.4% | $3,740+143.5% |
| Admin fee / account holder | $31,973 | $4,400+626.6% | $5,945+437.8% | $5,306+502.5% |