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 | $151,432 | $80,673+87.7% | $101,326+49.5% | $84,808+78.6% |
| Participation rate | 94.9% | 77.8%+17.1pp | 81.5%+13.4pp | 68.3%+26.6pp |
| Annual return | 9.61% | 38.95%-29.3pp | 36.82%-27.2pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,130 | $2,698-58.1% | $3,665-69.2% | $2,631-57.1% |
| Participant deferral / active EE | $8,659 | $6,840+26.6% | $7,994+8.3% | $4,212+105.6% |
| Admin fee / account holder | $9,713 | $12,784-24.0% | $11,185-13.2% | $7,344+32.3% |