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 | $121,252 | $80,968+49.8% | $96,544+25.6% | $75,163+61.3% |
| Participation rate | 94.6% | 71.8%+22.8pp | 76.0%+18.6pp | 67.2%+27.4pp |
| Annual return | 10.98% | 27.06%-16.1pp | 25.84%-14.9pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,911 | $2,282-16.3% | $2,965-35.6% | $2,670-28.4% |
| Participant deferral / active EE | $2,947 | $3,928-25.0% | $4,851-39.3% | $4,125-28.6% |
| Admin fee / account holder | $1,961 | $6,724-70.8% | $8,252-76.2% | $5,651-65.3% |