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 | $119,728 | $100,041+19.7% | $149,718-20.0% | $70,131+70.7% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 12.95% | 27.43%-14.5pp | 1501.63%-1488.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,480 | $3,662-32.3% | $5,445-54.5% | $2,342+5.9% |
| Participant deferral / active EE | $6,810 | $4,983+36.7% | $6,569+3.7% | $3,332+104.4% |
| Admin fee / account holder | $1,271 | $8,286-84.7% | $11,283-88.7% | $4,645-72.6% |