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 | $136,613 | $80,717+69.2% | $154,803-11.8% | $84,808+61.1% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 9.84% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.1pp |
| Employer contribution / active EE | $8,746 | $2,761+216.8% | $4,305+103.1% | $2,631+232.4% |
| Participant deferral / active EE | $7,181 | $3,303+117.4% | $5,540+29.6% | $4,212+70.5% |
| Admin fee / account holder | $4,560 | $6,746-32.4% | $14,329-68.2% | $7,344-37.9% |