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 | $136,393 | $95,803+42.4% | $113,168+20.5% | $84,808+60.8% |
| Participation rate | 89.8% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.5pp |
| Annual return | 10.87% | 25.00%-14.1pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $5,573 | $2,360+136.2% | $2,975+87.3% | $2,631+111.8% |
| Participant deferral / active EE | $3,587 | $4,242-15.5% | $5,107-29.8% | $4,212-14.8% |
| Admin fee / account holder | $7,652 | $8,989-14.9% | $12,068-36.6% | $7,344+4.2% |