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 | $143,314 | $80,717+77.6% | $154,803-7.4% | $84,808+69.0% |
| Participation rate | 97.6% | 66.8%+30.7pp | 78.1%+19.5pp | 68.3%+29.2pp |
| Annual return | 9.31% | 37.96%-28.6pp | 58.88%-49.6pp | 40.90%-31.6pp |
| Employer contribution / active EE | $3,629 | $2,761+31.4% | $4,305-15.7% | $2,631+37.9% |
| Participant deferral / active EE | $4,487 | $3,303+35.8% | $5,540-19.0% | $4,212+6.5% |
| Admin fee / account holder | $5,957 | $6,746-11.7% | $14,329-58.4% | $7,344-18.9% |