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 | $118,468 | $95,803+23.7% | $113,168+4.7% | $84,808+39.7% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 11.88% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $4,808 | $2,360+103.7% | $2,975+61.6% | $2,631+82.7% |
| Participant deferral / active EE | $4,019 | $4,242-5.3% | $5,107-21.3% | $4,212-4.6% |
| Admin fee / account holder | $29,489 | $8,989+228.1% | $12,068+144.4% | $7,344+301.6% |