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 | $117,303 | $80,968+44.9% | $96,544+21.5% | $75,163+56.1% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | 10.67% | 27.06%-16.4pp | 25.84%-15.2pp | 160.62%-149.9pp |
| Employer contribution / active EE | $1,783 | $2,282-21.9% | $2,965-39.9% | $2,670-33.2% |
| Participant deferral / active EE | $4,667 | $3,928+18.8% | $4,851-3.8% | $4,125+13.1% |
| Admin fee / account holder | $23,808 | $6,724+254.1% | $8,252+188.5% | $5,651+321.3% |