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 | $110,871 | $81,460+36.1% | $103,333+7.3% | $80,856+37.1% |
| Participation rate | 86.7% | 66.8%+19.8pp | 74.5%+12.2pp | 67.6%+19.0pp |
| Annual return | 9.53% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,000 | $3,105-67.8% | $3,868-74.1% | $2,755-63.7% |
| Participant deferral / active EE | $5,153 | $3,869+33.2% | $5,057+1.9% | $4,296+19.9% |
| Admin fee / account holder | $23,411 | $6,566+256.5% | $8,355+180.2% | $6,918+238.4% |