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 | $100,060 | $59,263+68.8% | $96,562+3.6% | $79,386+26.0% |
| Participation rate | 77.9% | 61.9%+16.0pp | 69.8%+8.1pp | 70.7%+7.2pp |
| Annual return | 11.10% | 27.07%-16.0pp | 37.78%-26.7pp | 116.85%-105.7pp |
| Employer contribution / active EE | $2,115 | $1,216+74.0% | $2,356-10.2% | $2,427-12.9% |
| Participant deferral / active EE | $3,831 | $2,948+30.0% | $3,849-0.5% | $4,046-5.3% |
| Admin fee / account holder | $5,648 | $658+757.7% | $6,181-8.6% | $626+801.6% |