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 | $154,447 | $95,803+61.2% | $113,168+36.5% | $84,808+82.1% |
| Participation rate | 89.3% | 72.9%+16.4pp | 76.6%+12.7pp | 68.3%+21.0pp |
| Annual return | 10.72% | 25.00%-14.3pp | 24.27%-13.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,271 | $2,360-46.1% | $2,975-57.3% | $2,631-51.7% |
| Participant deferral / active EE | $2,986 | $4,242-29.6% | $5,107-41.5% | $4,212-29.1% |
| Admin fee / account holder | $5,633 | $8,989-37.3% | $12,068-53.3% | $7,344-23.3% |