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 4-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 | $119,264 | $78,672+51.6% | $109,143+9.3% | $85,850+38.9% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.4pp |
| Annual return | 9.08% | 25.09%-16.0pp | 25.75%-16.7pp | 318.53%-309.5pp |
| Employer contribution / active EE | $6,286 | $2,735+129.8% | $3,722+68.9% | $2,565+145.0% |
| Participant deferral / active EE | $5,143 | $3,467+48.3% | $4,653+10.5% | $3,952+30.1% |
| Admin fee / account holder | $5,829 | $5,469+6.6% | $6,752-13.7% | $6,260-6.9% |