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 | $121,089 | $81,460+48.6% | $103,333+17.2% | $80,856+49.8% |
| Participation rate | 82.1% | 66.8%+15.3pp | 74.5%+7.6pp | 67.6%+14.5pp |
| Annual return | 9.83% | 25.55%-15.7pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $7,709 | $3,105+148.3% | $3,868+99.3% | $2,755+179.8% |
| Participant deferral / active EE | $2,144 | $3,869-44.6% | $5,057-57.6% | $4,296-50.1% |
| Admin fee / account holder | $1,306 | $6,566-80.1% | $8,355-84.4% | $6,918-81.1% |