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 | $144,556 | $100,970+43.2% | $96,576+49.7% | $137,256+5.3% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 12.59% | 38.16%-25.6pp | 38.47%-25.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,255 | $3,809-40.8% | $3,553-36.5% | $4,156-45.7% |
| Participant deferral / active EE | $3,129 | $8,286-62.2% | $7,956-60.7% | $6,407-51.2% |
| Admin fee / account holder | $2,695 | $11,312-76.2% | $11,381-76.3% | $12,270-78.0% |