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 | $126,913 | $109,413+16.0% | $156,263-18.8% | $84,808+49.6% |
| Participation rate | 94.1% | 72.7%+21.4pp | 78.9%+15.2pp | 68.3%+25.8pp |
| Annual return | 12.16% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,884 | $2,907+33.6% | $4,333-10.4% | $2,631+47.6% |
| Participant deferral / active EE | $12,731 | $4,590+177.4% | $6,158+106.7% | $4,212+202.3% |
| Admin fee / account holder | $35,163 | $9,357+275.8% | $14,255+146.7% | $7,344+378.8% |