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 | $120,465 | $60,349+99.6% | $74,183+62.4% | $62,891+91.5% |
| Participation rate | 97.3% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 3.38% | 21.37%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $6,498 | $1,680+286.7% | $2,370+174.2% | $2,281+184.9% |
| Participant deferral / active EE | $4,445 | $2,856+55.6% | $3,550+25.2% | $3,203+38.8% |
| Admin fee / account holder | $4,878 | $4,261+14.5% | $5,586-12.7% | $4,296+13.6% |