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 | $114,655 | $80,968+41.6% | $96,544+18.8% | $75,163+52.5% |
| Participation rate | 97.2% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.0pp |
| Annual return | 10.48% | 27.06%-16.6pp | 25.84%-15.4pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,180 | $2,282-48.3% | $2,965-60.2% | $2,670-55.8% |
| Participant deferral / active EE | $4,827 | $3,928+22.9% | $4,851-0.5% | $4,125+17.0% |
| Admin fee / account holder | $48,045 | $6,724+614.5% | $8,252+482.2% | $5,651+750.2% |