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 | $95,453+24.0% | $112,040+5.6% | $82,448+43.5% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.5%+19.7pp | 68.1%+28.1pp |
| Annual return | 7.83% | 23.92%-16.1pp | 24.52%-16.7pp | 41.64%-33.8pp |
| Employer contribution / active EE | $1,033 | $2,318-55.4% | $2,954-65.0% | $2,551-59.5% |
| Participant deferral / active EE | $2,891 | $4,224-31.6% | $5,098-43.3% | $4,139-30.2% |
| Admin fee / account holder | $6,334 | $9,013-29.7% | $12,098-47.6% | $7,234-12.4% |