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 | $139,676 | $93,571+49.3% | $135,903+2.8% | $75,163+85.8% |
| Participation rate | 98.3% | 75.2%+23.2pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 14.09% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,786 | $3,537-21.2% | $4,856-42.6% | $2,670+4.3% |
| Participant deferral / active EE | $6,919 | $6,404+8.0% | $7,758-10.8% | $4,125+67.7% |
| Admin fee / account holder | $18,143 | $6,975+160.1% | $10,762+68.6% | $5,651+221.1% |