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 | $130,814 | $72,277+81.0% | $101,248+29.2% | $79,858+63.8% |
| Participation rate | 91.9% | 68.5%+23.4pp | 75.8%+16.1pp | 69.6%+22.3pp |
| Annual return | 7.57% | 22.30%-14.7pp | 46.47%-38.9pp | 31.71%-24.1pp |
| Employer contribution / active EE | $3,936 | $2,692+46.2% | $3,660+7.6% | $2,471+59.3% |
| Participant deferral / active EE | $10,297 | $3,282+213.8% | $4,370+135.6% | $3,740+175.3% |
| Admin fee / account holder | $16,731 | $4,400+280.2% | $5,945+181.4% | $5,306+215.3% |