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 | $129,458 | $65,365+98.1% | $92,893+39.4% | $72,985+77.4% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.1pp |
| Annual return | 2.78% | 42.10%-39.3pp | 109.41%-106.6pp | 81.00%-78.2pp |
| Employer contribution / active EE | $3,918 | $2,594+51.0% | $3,653+7.3% | $2,440+60.6% |
| Participant deferral / active EE | $5,127 | $3,128+63.9% | $4,236+21.0% | $3,607+42.1% |
| Admin fee / account holder | $8,961 | $4,251+110.8% | $5,794+54.7% | $5,124+74.9% |