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 | $118,955 | $80,968+46.9% | $96,544+23.2% | $75,163+58.3% |
| Participation rate | 87.8% | 71.8%+16.0pp | 76.0%+11.8pp | 67.2%+20.6pp |
| Annual return | 9.84% | 27.06%-17.2pp | 25.84%-16.0pp | 160.62%-150.8pp |
| Employer contribution / active EE | $792 | $2,282-65.3% | $2,965-73.3% | $2,670-70.3% |
| Participant deferral / active EE | $2,404 | $3,928-38.8% | $4,851-50.4% | $4,125-41.7% |
| Admin fee / account holder | $3,261 | $6,724-51.5% | $8,252-60.5% | $5,651-42.3% |