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 | $118,948 | $93,571+27.1% | $135,903-12.5% | $75,163+58.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.38% | 30.90%-17.5pp | 68.23%-54.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $4,700 | $3,537+32.9% | $4,856-3.2% | $2,670+76.0% |
| Participant deferral / active EE | $6,038 | $6,404-5.7% | $7,758-22.2% | $4,125+46.4% |
| Admin fee / account holder | $4,642 | $6,975-33.5% | $10,762-56.9% | $5,651-17.9% |