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 | $135,524 | $125,758+7.8% | $169,993-20.3% | $75,163+80.3% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 12.78% | 27.20%-14.4pp | 53.37%-40.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $5,299 | $4,615+14.8% | $6,785-21.9% | $2,670+98.5% |
| Participant deferral / active EE | $3,465 | $6,837-49.3% | $10,408-66.7% | $4,125-16.0% |
| Admin fee / account holder | $26,143 | $8,173+219.8% | $12,815+104.0% | $5,651+362.6% |