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 | $118,157 | $89,355+32.2% | $141,162-16.3% | $72,985+61.9% |
| Participation rate | 96.1% | 75.1%+20.9pp | 82.5%+13.6pp | 69.5%+26.6pp |
| Annual return | 5.22% | 111.85%-106.6pp | 71.39%-66.2pp | 81.00%-75.8pp |
| Employer contribution / active EE | $3,499 | $3,114+12.3% | $4,735-26.1% | $2,440+43.4% |
| Participant deferral / active EE | $7,266 | $5,418+34.1% | $6,709+8.3% | $3,607+101.4% |
| Admin fee / account holder | $7,085 | $5,958+18.9% | $10,261-31.0% | $5,124+38.3% |