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 | $123,641 | $76,552+61.5% | $123,892-0.2% | $62,891+96.6% |
| Participation rate | 98.2% | 73.0%+25.2pp | 81.4%+16.8pp | 69.3%+28.9pp |
| Annual return | 5.01% | 18.68%-13.7pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $9,850 | $2,883+241.7% | $4,617+113.3% | $2,281+331.8% |
| Participant deferral / active EE | $3,225 | $4,840-33.4% | $5,984-46.1% | $3,203+0.7% |
| Admin fee / account holder | $3,985 | $4,826-17.4% | $8,357-52.3% | $4,296-7.2% |