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 | $125,142 | $89,753+39.4% | $107,525+16.4% | $84,808+47.6% |
| Participation rate | 93.2% | 68.1%+25.1pp | 75.1%+18.1pp | 68.3%+24.9pp |
| Annual return | 10.32% | 29.48%-19.2pp | 181.32%-171.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $7,062 | $3,113+126.8% | $3,754+88.1% | $2,631+168.4% |
| Participant deferral / active EE | $3,932 | $4,056-3.1% | $5,116-23.1% | $4,212-6.6% |
| Admin fee / account holder | $10,016 | $7,222+38.7% | $8,919+12.3% | $7,344+36.4% |