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 | $112,154 | $66,402+68.9% | $109,895+2.1% | $85,850+30.6% |
| Participation rate | 94.0% | 63.9%+30.2pp | 74.2%+19.8pp | 69.3%+24.7pp |
| Annual return | 9.30% | 19.59%-10.3pp | 29.45%-20.2pp | 318.53%-309.2pp |
| Employer contribution / active EE | $2,038 | $1,687+20.8% | $2,842-28.3% | $2,565-20.5% |
| Participant deferral / active EE | $3,756 | $2,842+32.1% | $4,048-7.2% | $3,952-4.9% |
| Admin fee / account holder | $13,007 | $4,557+185.4% | $6,066+114.4% | $6,260+107.8% |