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 | $124,715 | $58,851+111.9% | $115,157+8.3% | $72,985+70.9% |
| Participation rate | 89.3% | 65.5%+23.7pp | 75.9%+13.4pp | 69.5%+19.8pp |
| Annual return | 14.65% | 23.16%-8.5pp | 35.60%-21.0pp | 81.00%-66.4pp |
| Employer contribution / active EE | $3,090 | $1,798+71.8% | $3,179-2.8% | $2,440+26.6% |
| Participant deferral / active EE | $5,728 | $2,643+116.8% | $4,168+37.4% | $3,607+58.8% |
| Admin fee / account holder | $41,393 | $6,370+549.8% | $7,088+484.0% | $5,124+707.8% |