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 | $109,663 | $70,475+55.6% | $100,516+9.1% | $79,858+37.3% |
| Participation rate | 96.2% | 73.7%+22.5pp | 79.4%+16.8pp | 69.6%+26.5pp |
| Annual return | 11.65% | 21.90%-10.2pp | 30.89%-19.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $9,014 | $2,165+316.5% | $3,418+163.8% | $2,471+264.8% |
| Participant deferral / active EE | $3,580 | $5,181-30.9% | $6,270-42.9% | $3,740-4.3% |
| Admin fee / account holder | $1,509 | $4,478-66.3% | $8,081-81.3% | $5,306-71.6% |