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 | $137,673 | $72,492+89.9% | $87,100+58.1% | $72,985+88.6% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.8pp |
| Annual return | 12.12% | 24.46%-12.3pp | 28.19%-16.1pp | 81.00%-68.9pp |
| Employer contribution / active EE | $1,687 | $1,894-10.9% | $2,521-33.1% | $2,440-30.9% |
| Participant deferral / active EE | $7,082 | $3,270+116.6% | $4,049+74.9% | $3,607+96.3% |
| Admin fee / account holder | $10,656 | $5,055+110.8% | $7,497+42.1% | $5,124+107.9% |