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 | $130,144 | $95,803+35.8% | $113,168+15.0% | $84,808+53.5% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 10.52% | 25.00%-14.5pp | 24.27%-13.7pp | 40.90%-30.4pp |
| Employer contribution / active EE | $4,688 | $2,360+98.6% | $2,975+57.6% | $2,631+78.2% |
| Participant deferral / active EE | $3,024 | $4,242-28.7% | $5,107-40.8% | $4,212-28.2% |
| Admin fee / account holder | $8,761 | $8,989-2.5% | $12,068-27.4% | $7,344+19.3% |