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 | $126,556 | $81,460+55.4% | $103,333+22.5% | $80,856+56.5% |
| Participation rate | 86.2% | 66.8%+19.4pp | 74.5%+11.7pp | 67.6%+18.6pp |
| Annual return | 8.86% | 25.55%-16.7pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $15,520 | $3,105+399.8% | $3,868+301.3% | $2,755+463.4% |
| Participant deferral / active EE | $2,933 | $3,869-24.2% | $5,057-42.0% | $4,296-31.7% |
| Admin fee / account holder | $21,432 | $6,566+226.4% | $8,355+156.5% | $6,918+209.8% |