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 | $120,006 | $94,625+26.8% | $116,228+3.3% | $84,808+41.5% |
| Participation rate | 95.0% | 70.4%+24.6pp | 74.6%+20.4pp | 68.3%+26.7pp |
| Annual return | 10.88% | 20.40%-9.5pp | 90.06%-79.2pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,420 | $2,347-39.5% | $2,994-52.6% | $2,631-46.0% |
| Participant deferral / active EE | $5,110 | $3,972+28.6% | $4,953+3.2% | $4,212+21.3% |
| Admin fee / account holder | $11,725 | $10,091+16.2% | $11,989-2.2% | $7,344+59.7% |