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 | $122,680 | $95,803+28.1% | $113,168+8.4% | $84,808+44.7% |
| Participation rate | 92.7% | 72.9%+19.9pp | 76.6%+16.2pp | 68.3%+24.4pp |
| Annual return | 11.04% | 25.00%-14.0pp | 24.27%-13.2pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,564 | $2,360-33.7% | $2,975-47.4% | $2,631-40.5% |
| Participant deferral / active EE | $6,315 | $4,242+48.9% | $5,107+23.7% | $4,212+50.0% |
| Admin fee / account holder | $19,789 | $8,989+120.1% | $12,068+64.0% | $7,344+169.5% |