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 | $139,997 | $86,929+61.0% | $102,423+36.7% | $80,856+73.1% |
| Participation rate | 88.1% | 72.4%+15.8pp | 76.5%+11.6pp | 67.6%+20.5pp |
| Annual return | 10.06% | 18.88%-8.8pp | 29.32%-19.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,318 | $2,369-2.2% | $3,023-23.3% | $2,755-15.9% |
| Participant deferral / active EE | $7,827 | $4,118+90.0% | $5,053+54.9% | $4,296+82.2% |
| Admin fee / account holder | $8,724 | $8,049+8.4% | $9,451-7.7% | $6,918+26.1% |