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 | $140,792 | $125,758+12.0% | $169,993-17.2% | $75,163+87.3% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 5.77% | 27.20%-21.4pp | 53.37%-47.6pp | 160.62%-154.8pp |
| Employer contribution / active EE | $2,540 | $4,615-45.0% | $6,785-62.6% | $2,670-4.9% |
| Participant deferral / active EE | $11,072 | $6,837+61.9% | $10,408+6.4% | $4,125+168.4% |
| Admin fee / account holder | $14,606 | $8,173+78.7% | $12,815+14.0% | $5,651+158.5% |