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 | $114,187 | $87,013+31.2% | $106,213+7.5% | $80,856+41.2% |
| Participation rate | 77.6% | 70.4%+7.1pp | 75.3%+2.3pp | 67.6%+9.9pp |
| Annual return | 9.27% | 17.05%-7.8pp | 116.14%-106.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $5,003 | $2,395+108.9% | $3,171+57.7% | $2,755+81.6% |
| Participant deferral / active EE | $7,728 | $3,986+93.9% | $5,016+54.1% | $4,296+79.9% |
| Admin fee / account holder | $16,055 | $8,431+90.4% | $11,033+45.5% | $6,918+132.1% |