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 | $123,692 | $89,753+37.8% | $107,525+15.0% | $84,808+45.8% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 12.45% | 29.48%-17.0pp | 181.32%-168.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,923 | $3,113+26.0% | $3,754+4.5% | $2,631+49.1% |
| Participant deferral / active EE | $4,244 | $4,056+4.6% | $5,116-17.0% | $4,212+0.8% |
| Admin fee / account holder | $19,242 | $7,222+166.4% | $8,919+115.7% | $7,344+162.0% |