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 | $123,794 | $54,762+126.1% | $90,281+37.1% | $72,985+69.6% |
| Participation rate | 83.1% | 65.1%+18.0pp | 73.3%+9.8pp | 69.5%+13.6pp |
| Annual return | 5.78% | 30.63%-24.9pp | 78.10%-72.3pp | 81.00%-75.2pp |
| Employer contribution / active EE | $1,811 | $2,092-13.5% | $2,854-36.6% | $2,440-25.8% |
| Participant deferral / active EE | $3,836 | $2,887+32.9% | $3,885-1.3% | $3,607+6.3% |
| Admin fee / account holder | $10,973 | $3,972+176.3% | $5,351+105.1% | $5,124+114.1% |