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 | $125,847 | $73,933+70.2% | $96,683+30.2% | $75,163+67.4% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 13.09% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $4,006 | $2,928+36.8% | $3,737+7.2% | $2,670+50.0% |
| Participant deferral / active EE | $4,323 | $3,659+18.2% | $4,878-11.4% | $4,125+4.8% |
| Admin fee / account holder | $24,341 | $5,216+366.6% | $6,730+261.7% | $5,651+330.7% |