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 | $121,259 | $87,870+38.0% | $113,168+7.1% | $74,304+63.2% |
| Participation rate | 94.2% | 70.7%+23.5pp | 76.6%+17.7pp | 60.3%+33.9pp |
| Annual return | 12.39% | 26.44%-14.1pp | 24.27%-11.9pp | 29.43%-17.0pp |
| Employer contribution / active EE | $5,485 | $2,277+140.9% | $2,975+84.4% | $2,241+144.7% |
| Participant deferral / active EE | $3,879 | $4,241-8.5% | $5,107-24.0% | $3,767+3.0% |
| Admin fee / account holder | $15,057 | $3,368+347.0% | $12,068+24.8% | $2,969+407.2% |