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 | $126,978 | $81,460+55.9% | $103,333+22.9% | $80,856+57.0% |
| Participation rate | 84.8% | 66.8%+18.0pp | 74.5%+10.3pp | 67.6%+17.2pp |
| Annual return | 9.97% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $15,909 | $3,105+412.3% | $3,868+311.3% | $2,755+477.5% |
| Participant deferral / active EE | $1,889 | $3,869-51.2% | $5,057-62.7% | $4,296-56.0% |
| Admin fee / account holder | $18,649 | $6,566+184.0% | $8,355+123.2% | $6,918+169.6% |