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 | $126,098 | $101,724+24.0% | $164,813-23.5% | $80,856+56.0% |
| Participation rate | 98.0% | 71.8%+26.1pp | 78.6%+19.4pp | 67.6%+30.3pp |
| Annual return | 8.80% | 16.72%-7.9pp | 69.93%-61.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $5,889 | $2,953+99.4% | $4,341+35.7% | $2,755+113.8% |
| Participant deferral / active EE | $5,369 | $4,477+19.9% | $6,031-11.0% | $4,296+25.0% |
| Admin fee / account holder | $7,507 | $8,227-8.8% | $12,690-40.8% | $6,918+8.5% |