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 | $126,184 | $72,277+74.6% | $101,248+24.6% | $79,858+58.0% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 6.95% | 22.30%-15.3pp | 46.47%-39.5pp | 31.71%-24.8pp |
| Employer contribution / active EE | $3,253 | $2,692+20.9% | $3,660-11.1% | $2,471+31.7% |
| Participant deferral / active EE | $5,891 | $3,282+79.5% | $4,370+34.8% | $3,740+57.5% |
| Admin fee / account holder | $46,624 | $4,400+959.5% | $5,945+684.2% | $5,306+778.6% |