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 | $118,027 | $87,733+34.5% | $106,548+10.8% | $85,850+37.5% |
| Participation rate | 98.9% | 71.9%+27.0pp | 76.1%+22.8pp | 69.3%+29.6pp |
| Annual return | 8.36% | 21.86%-13.5pp | 26.80%-18.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $4,619 | $2,073+122.8% | $2,819+63.8% | $2,565+80.1% |
| Participant deferral / active EE | $6,834 | $3,469+97.0% | $4,398+55.4% | $3,952+72.9% |
| Admin fee / account holder | $2,675 | $6,767-60.5% | $7,407-63.9% | $6,260-57.3% |