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 4-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 | $138,806 | $87,013+59.5% | $106,213+30.7% | $80,856+71.7% |
| Participation rate | 93.9% | 70.4%+23.5pp | 75.3%+18.7pp | 67.6%+26.3pp |
| Annual return | 8.89% | 17.05%-8.2pp | 116.14%-107.2pp | 35.59%-26.7pp |
| Employer contribution / active EE | $3,766 | $2,395+57.2% | $3,171+18.7% | $2,755+36.7% |
| Participant deferral / active EE | $6,178 | $3,986+55.0% | $5,016+23.2% | $4,296+43.8% |
| Admin fee / account holder | $17,992 | $8,431+113.4% | $11,033+63.1% | $6,918+160.1% |