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 | $110,126 | $73,933+49.0% | $96,683+13.9% | $75,163+46.5% |
| Participation rate | 84.6% | 66.4%+18.2pp | 74.3%+10.3pp | 67.2%+17.4pp |
| Annual return | 10.48% | 26.70%-16.2pp | 35.69%-25.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $3,230 | $2,928+10.3% | $3,737-13.6% | $2,670+21.0% |
| Participant deferral / active EE | $6,472 | $3,659+76.9% | $4,878+32.7% | $4,125+56.9% |
| Admin fee / account holder | $36,139 | $5,216+592.8% | $6,730+437.0% | $5,651+539.5% |