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 | $138,403 | $91,552+51.2% | $133,956+3.3% | $79,858+73.3% |
| Participation rate | 95.1% | 73.3%+21.8pp | 79.8%+15.3pp | 69.6%+25.5pp |
| Annual return | 10.03% | 61.85%-51.8pp | 45.09%-35.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $3,597 | $2,384+50.9% | $3,919-8.2% | $2,471+45.6% |
| Participant deferral / active EE | $7,965 | $3,733+113.4% | $5,048+57.8% | $3,740+113.0% |
| Admin fee / account holder | $3,513 | $6,321-44.4% | $8,927-60.6% | $5,306-33.8% |