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 | $125,009 | $95,803+30.5% | $113,168+10.5% | $84,808+47.4% |
| Participation rate | 83.8% | 72.9%+10.9pp | 76.6%+7.2pp | 68.3%+15.5pp |
| Annual return | 8.84% | 25.00%-16.2pp | 24.27%-15.4pp | 40.90%-32.1pp |
| Employer contribution / active EE | $1,668 | $2,360-29.3% | $2,975-43.9% | $2,631-36.6% |
| Participant deferral / active EE | $4,051 | $4,242-4.5% | $5,107-20.7% | $4,212-3.8% |
| Admin fee / account holder | $7,340 | $8,989-18.3% | $12,068-39.2% | $7,344-0.1% |