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 | $139,783 | $95,803+45.9% | $113,168+23.5% | $84,808+64.8% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 10.55% | 25.00%-14.5pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $5,870 | $2,360+148.8% | $2,975+97.3% | $2,631+123.1% |
| Participant deferral / active EE | $8,545 | $4,242+101.4% | $5,107+67.3% | $4,212+102.9% |
| Admin fee / account holder | $23,392 | $8,989+160.2% | $12,068+93.8% | $7,344+218.5% |