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 | $116,307 | $95,416+21.9% | $185,823-37.4% | $85,850+35.5% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.9pp | 69.3%+27.3pp |
| Annual return | 5.49% | 23.59%-18.1pp | 122.05%-116.6pp | 318.53%-313.0pp |
| Employer contribution / active EE | $6,204 | $3,314+87.2% | $5,167+20.1% | $2,565+141.8% |
| Participant deferral / active EE | $4,425 | $3,423+29.3% | $5,568-20.5% | $3,952+12.0% |
| Admin fee / account holder | $5,335 | $7,213-26.0% | $16,237-67.1% | $6,260-14.8% |