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 | $141,878 | $95,803+48.1% | $113,168+25.4% | $84,808+67.3% |
| Participation rate | 96.2% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+27.9pp |
| Annual return | 11.16% | 25.00%-13.8pp | 24.27%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,882 | $2,360-20.2% | $2,975-36.7% | $2,631-28.5% |
| Participant deferral / active EE | $6,862 | $4,242+61.8% | $5,107+34.4% | $4,212+62.9% |
| Admin fee / account holder | $45,903 | $8,989+410.7% | $12,068+280.4% | $7,344+525.1% |