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 | $135,966 | $54,705+148.5% | $71,209+90.9% | $84,808+60.3% |
| Participation rate | 97.7% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.4pp |
| Annual return | 11.39% | 35.90%-24.5pp | 282.51%-271.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,967 | $2,158+37.5% | $2,721+9.0% | $2,631+12.8% |
| Participant deferral / active EE | $8,594 | $3,030+183.6% | $4,175+105.8% | $4,212+104.1% |
| Admin fee / account holder | $2,750 | $4,863-43.5% | $5,349-48.6% | $7,344-62.6% |