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 | $100,822 | $80,968+24.5% | $96,544+4.4% | $75,163+34.1% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | 8.87% | 27.06%-18.2pp | 25.84%-17.0pp | 160.62%-151.7pp |
| Employer contribution / active EE | $10,550 | $2,282+362.4% | $2,965+255.8% | $2,670+295.2% |
| Participant deferral / active EE | $4,262 | $3,928+8.5% | $4,851-12.1% | $4,125+3.3% |
| Admin fee / account holder | $3,658 | $6,724-45.6% | $8,252-55.7% | $5,651-35.3% |