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 | $105,153 | $80,968+29.9% | $96,544+8.9% | $75,163+39.9% |
| Participation rate | 94.4% | 71.8%+22.7pp | 76.0%+18.5pp | 67.2%+27.3pp |
| Annual return | 12.15% | 27.06%-14.9pp | 25.84%-13.7pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,661 | $2,282-27.2% | $2,965-44.0% | $2,670-37.8% |
| Participant deferral / active EE | $5,658 | $3,928+44.0% | $4,851+16.6% | $4,125+37.2% |
| Admin fee / account holder | $6,587 | $6,724-2.0% | $8,252-20.2% | $5,651+16.6% |