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 | $125,514 | $89,355+40.5% | $141,162-11.1% | $72,985+72.0% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 17.79% | 111.85%-94.1pp | 71.39%-53.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $3,476 | $3,114+11.6% | $4,735-26.6% | $2,440+42.5% |
| Participant deferral / active EE | $8,625 | $5,418+59.2% | $6,709+28.6% | $3,607+139.1% |
| Admin fee / account holder | $34,056 | $5,958+471.6% | $10,261+231.9% | $5,124+564.6% |