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 | $132,153 | $89,355+47.9% | $141,162-6.4% | $72,985+81.1% |
| Participation rate | 84.5% | 75.1%+9.4pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 18.36% | 111.85%-93.5pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $3,448 | $3,114+10.7% | $4,735-27.2% | $2,440+41.3% |
| Participant deferral / active EE | $4,548 | $5,418-16.1% | $6,709-32.2% | $3,607+26.1% |
| Admin fee / account holder | $25,865 | $5,958+334.1% | $10,261+152.1% | $5,124+404.8% |