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 | $128,594 | $70,428+82.6% | $96,562+33.2% | $85,850+49.8% |
| Participation rate | 76.9% | 61.8%+15.1pp | 69.8%+7.1pp | 69.3%+7.6pp |
| Annual return | 10.34% | 18.59%-8.2pp | 37.78%-27.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,294 | $1,413+62.3% | $2,356-2.7% | $2,565-10.6% |
| Participant deferral / active EE | $3,987 | $2,894+37.8% | $3,849+3.6% | $3,952+0.9% |
| Admin fee / account holder | $506 | $4,997-89.9% | $6,181-91.8% | $6,260-91.9% |