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 | $126,861 | $78,672+61.3% | $109,143+16.2% | $85,850+47.8% |
| Participation rate | 73.5% | 68.3%+5.3pp | 75.9%-2.3pp | 69.3%+4.2pp |
| Annual return | 9.13% | 25.09%-16.0pp | 25.75%-16.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $853 | $2,735-68.8% | $3,722-77.1% | $2,565-66.7% |
| Participant deferral / active EE | $3,390 | $3,467-2.2% | $4,653-27.2% | $3,952-14.2% |
| Admin fee / account holder | $1,019 | $5,469-81.4% | $6,752-84.9% | $6,260-83.7% |