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 | $124,681 | $177,572-29.8% | $154,803-19.5% | $142,382-12.4% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 10.76% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $5,732 | $4,810+19.2% | $4,305+33.1% | $4,299+33.3% |
| Participant deferral / active EE | $6,660 | $6,272+6.2% | $5,540+20.2% | $6,507+2.3% |
| Admin fee / account holder | $1,542 | $16,786-90.8% | $14,329-89.2% | $12,624-87.8% |