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 | $111,723 | $80,717+38.4% | $154,803-27.8% | $84,808+31.7% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+19.9pp | 68.3%+29.7pp |
| Annual return | 11.56% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $6,797 | $2,761+146.1% | $4,305+57.9% | $2,631+158.3% |
| Participant deferral / active EE | $2,823 | $3,303-14.5% | $5,540-49.0% | $4,212-33.0% |
| Admin fee / account holder | $7,348 | $6,746+8.9% | $14,329-48.7% | $7,344+0.1% |