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 | $127,075 | $104,251+21.9% | $91,001+39.6% | $147,584-13.9% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 8.62% | 27.06%-18.4pp | 4.60%+4.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,130 | $3,116-63.7% | $2,456-54.0% | $4,876-76.8% |
| Participant deferral / active EE | $2,026 | $4,195-51.7% | $3,547-42.9% | $5,439-62.7% |
| Admin fee / account holder | $1,346 | $8,948-85.0% | $5,417-75.2% | $10,885-87.6% |