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 | $140,323 | $101,724+37.9% | $164,813-14.9% | $80,856+73.5% |
| Participation rate | 98.8% | 71.8%+26.9pp | 78.6%+20.1pp | 67.6%+31.1pp |
| Annual return | 9.83% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,898 | $2,953-1.9% | $4,341-33.2% | $2,755+5.2% |
| Participant deferral / active EE | $5,229 | $4,477+16.8% | $6,031-13.3% | $4,296+21.7% |
| Admin fee / account holder | $17,273 | $8,227+110.0% | $12,690+36.1% | $6,918+149.7% |