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 | $136,102 | $89,698+51.7% | $103,476+31.5% | $80,856+68.3% |
| Participation rate | 95.7% | 76.0%+19.8pp | 80.5%+15.2pp | 67.6%+28.1pp |
| Annual return | 10.79% | 22.78%-12.0pp | 23.90%-13.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $13,462 | $4,018+235.0% | $4,672+188.1% | $2,755+388.7% |
| Participant deferral / active EE | $4,549 | $5,456-16.6% | $6,623-31.3% | $4,296+5.9% |
| Admin fee / account holder | $7,493 | $6,768+10.7% | $9,413-20.4% | $6,918+8.3% |