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 | $118,035 | $65,365+80.6% | $92,893+27.1% | $72,985+61.7% |
| Participation rate | 79.4% | 68.3%+11.1pp | 76.0%+3.4pp | 69.5%+9.9pp |
| Annual return | 14.29% | 42.10%-27.8pp | 109.41%-95.1pp | 81.00%-66.7pp |
| Employer contribution / active EE | $2,589 | $2,594-0.2% | $3,653-29.1% | $2,440+6.1% |
| Participant deferral / active EE | $4,712 | $3,128+50.6% | $4,236+11.2% | $3,607+30.6% |
| Admin fee / account holder | $479 | $4,251-88.7% | $5,794-91.7% | $5,124-90.7% |