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 | $136,502 | $72,492+88.3% | $87,100+56.7% | $72,985+87.0% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 15.67% | 24.46%-8.8pp | 28.19%-12.5pp | 81.00%-65.3pp |
| Employer contribution / active EE | $1,489 | $1,894-21.4% | $2,521-41.0% | $2,440-39.0% |
| Participant deferral / active EE | $4,302 | $3,270+31.6% | $4,049+6.3% | $3,607+19.3% |
| Admin fee / account holder | $12,519 | $5,055+147.7% | $7,497+67.0% | $5,124+144.3% |