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 | $114,841 | $86,929+32.1% | $102,423+12.1% | $80,856+42.0% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.6%+14.2pp |
| Annual return | 9.64% | 18.88%-9.2pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,157 | $2,369-8.9% | $3,023-28.6% | $2,755-21.7% |
| Participant deferral / active EE | $6,822 | $4,118+65.7% | $5,053+35.0% | $4,296+58.8% |
| Admin fee / account holder | $29,517 | $8,049+266.7% | $9,451+212.3% | $6,918+326.7% |