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 | $123,481 | $73,933+67.0% | $96,683+27.7% | $75,163+64.3% |
| Participation rate | 96.8% | 66.4%+30.4pp | 74.3%+22.5pp | 67.2%+29.6pp |
| Annual return | 10.81% | 26.70%-15.9pp | 35.69%-24.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $3,741 | $2,928+27.8% | $3,737+0.1% | $2,670+40.1% |
| Participant deferral / active EE | $3,353 | $3,659-8.3% | $4,878-31.3% | $4,125-18.7% |
| Admin fee / account holder | $3,159 | $5,216-39.4% | $6,730-53.1% | $5,651-44.1% |