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 | $132,053 | $109,413+20.7% | $156,263-15.5% | $84,808+55.7% |
| Participation rate | 94.3% | 72.7%+21.6pp | 78.9%+15.4pp | 68.3%+26.0pp |
| Annual return | 8.81% | 20.18%-11.4pp | 59.47%-50.7pp | 40.90%-32.1pp |
| Employer contribution / active EE | $13,939 | $2,907+379.5% | $4,333+221.7% | $2,631+429.8% |
| Participant deferral / active EE | $2,862 | $4,590-37.6% | $6,158-53.5% | $4,212-32.0% |
| Admin fee / account holder | $10,760 | $9,357+15.0% | $14,255-24.5% | $7,344+46.5% |