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 | $120,257 | $73,933+62.7% | $96,683+24.4% | $75,163+60.0% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 4.27% | 26.70%-22.4pp | 35.69%-31.4pp | 160.62%-156.4pp |
| Employer contribution / active EE | $3,735 | $2,928+27.6% | $3,7370% | $2,670+39.9% |
| Participant deferral / active EE | $6,004 | $3,659+64.1% | $4,878+23.1% | $4,125+45.5% |
| Admin fee / account holder | $9,438 | $5,216+80.9% | $6,730+40.2% | $5,651+67.0% |