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 | $140,824 | $89,355+57.6% | $141,162-0.2% | $72,985+92.9% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 3.33% | 111.85%-108.5pp | 71.39%-68.1pp | 81.00%-77.7pp |
| Employer contribution / active EE | $4,194 | $3,114+34.7% | $4,735-11.4% | $2,440+71.9% |
| Participant deferral / active EE | $7,936 | $5,418+46.5% | $6,709+18.3% | $3,607+120.0% |
| Admin fee / account holder | $15,078 | $5,958+153.1% | $10,261+46.9% | $5,124+194.2% |