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 | $118,182 | $93,571+26.3% | $135,903-13.0% | $75,163+57.2% |
| Participation rate | 94.0% | 75.2%+18.8pp | 81.9%+12.1pp | 67.2%+26.8pp |
| Annual return | 14.34% | 30.90%-16.6pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $10,041 | $3,537+183.9% | $4,856+106.8% | $2,670+276.1% |
| Participant deferral / active EE | $8,810 | $6,404+37.6% | $7,758+13.6% | $4,125+113.6% |
| Admin fee / account holder | $18,431 | $6,975+164.2% | $10,762+71.3% | $5,651+226.2% |