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 | $118,320 | $95,803+23.5% | $113,168+4.6% | $84,808+39.5% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 7.83% | 25.00%-17.2pp | 24.27%-16.4pp | 40.90%-33.1pp |
| Employer contribution / active EE | $1,033 | $2,360-56.2% | $2,975-65.3% | $2,631-60.7% |
| Participant deferral / active EE | $2,891 | $4,242-31.8% | $5,107-43.4% | $4,212-31.4% |
| Admin fee / account holder | $6,334 | $8,989-29.5% | $12,068-47.5% | $7,344-13.8% |