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 | $119,812 | $93,571+28.0% | $135,903-11.8% | $75,163+59.4% |
| Participation rate | 98.4% | 75.2%+23.3pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 14.15% | 30.90%-16.7pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,052 | $3,537-42.0% | $4,856-57.7% | $2,670-23.1% |
| Participant deferral / active EE | $6,144 | $6,404-4.1% | $7,758-20.8% | $4,125+48.9% |
| Admin fee / account holder | $12,618 | $6,975+80.9% | $10,762+17.2% | $5,651+123.3% |