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 | $118,936 | $154,228-22.9% | $145,433-18.2% | $137,256-13.3% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 8.62% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $3,645 | $4,804-24.1% | $4,554-20.0% | $4,156-12.3% |
| Participant deferral / active EE | $19,895 | $8,216+142.1% | $7,897+151.9% | $6,407+210.5% |
| Admin fee / account holder | $78,445 | $14,344+446.9% | $13,129+497.5% | $12,270+539.3% |