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 | $132,211 | $93,571+41.3% | $135,903-2.7% | $75,163+75.9% |
| Participation rate | 72.1% | 75.2%-3.1pp | 81.9%-9.8pp | 67.2%+4.9pp |
| Annual return | 10.38% | 30.90%-20.5pp | 68.23%-57.9pp | 160.62%-150.2pp |
| Employer contribution / active EE | $4,155 | $3,537+17.5% | $4,856-14.4% | $2,670+55.6% |
| Participant deferral / active EE | $4,032 | $6,404-37.0% | $7,758-48.0% | $4,125-2.3% |
| Admin fee / account holder | $17,523 | $6,975+151.2% | $10,762+62.8% | $5,651+210.1% |