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 | $117,609 | $95,803+22.8% | $113,168+3.9% | $84,808+38.7% |
| Participation rate | 97.8% | 72.9%+24.9pp | 76.6%+21.2pp | 68.3%+29.5pp |
| Annual return | 10.36% | 25.00%-14.6pp | 24.27%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,618 | $2,360+10.9% | $2,975-12.0% | $2,631-0.5% |
| Participant deferral / active EE | $5,372 | $4,242+26.6% | $5,107+5.2% | $4,212+27.5% |
| Admin fee / account holder | $37,784 | $8,989+320.3% | $12,068+213.1% | $7,344+414.5% |