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 | $115,954 | $63,346+83.0% | $92,233+25.7% | $70,131+65.3% |
| Participation rate | 98.1% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.6pp |
| Annual return | 7.68% | 530.12%-522.4pp | 176.28%-168.6pp | 73.14%-65.5pp |
| Employer contribution / active EE | $1,590 | $2,471-35.6% | $3,679-56.8% | $2,342-32.1% |
| Participant deferral / active EE | $3,852 | $2,854+35.0% | $3,897-1.1% | $3,332+15.6% |
| Admin fee / account holder | $613 | $3,840-84.0% | $5,194-88.2% | $4,645-86.8% |