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 | $129,013 | $109,881+17.4% | $150,045-14.0% | $84,808+52.1% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 12.97% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,375 | $3,561-5.2% | $4,693-28.1% | $2,631+28.3% |
| Participant deferral / active EE | $9,362 | $6,636+41.1% | $7,997+17.1% | $4,212+122.3% |
| Admin fee / account holder | $39,229 | $8,568+357.8% | $13,435+192.0% | $7,344+434.2% |