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 | $138,140 | $65,365+111.3% | $92,893+48.7% | $72,985+89.3% |
| Participation rate | 71.9% | 68.3%+3.6pp | 76.0%-4.1pp | 69.5%+2.4pp |
| Annual return | 16.15% | 42.10%-25.9pp | 109.41%-93.3pp | 81.00%-64.8pp |
| Employer contribution / active EE | $847 | $2,594-67.3% | $3,653-76.8% | $2,440-65.3% |
| Participant deferral / active EE | $4,087 | $3,128+30.6% | $4,236-3.5% | $3,607+13.3% |
| Admin fee / account holder | $5,899 | $4,251+38.7% | $5,794+1.8% | $5,124+15.1% |