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 | $120,979 | $69,515+74.0% | $86,874+39.3% | $85,850+40.9% |
| Participation rate | 85.3% | 66.3%+19.0pp | 71.6%+13.7pp | 69.3%+16.0pp |
| Annual return | 8.98% | 20.12%-11.1pp | 63.52%-54.5pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,720 | $1,880+44.6% | $2,495+9.0% | $2,565+6.0% |
| Participant deferral / active EE | $5,085 | $2,919+74.2% | $3,699+37.5% | $3,952+28.7% |
| Admin fee / account holder | $26,767 | $5,972+348.2% | $5,828+359.3% | $6,260+327.6% |