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 | $136,751 | $80,673+69.5% | $101,326+35.0% | $84,808+61.2% |
| Participation rate | 96.3% | 77.8%+18.5pp | 81.5%+14.8pp | 68.3%+28.0pp |
| Annual return | 13.48% | 38.95%-25.5pp | 36.82%-23.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $8,397 | $2,698+211.2% | $3,665+129.1% | $2,631+219.1% |
| Participant deferral / active EE | $5,250 | $6,840-23.3% | $7,994-34.3% | $4,212+24.6% |
| Admin fee / account holder | $12,590 | $12,784-1.5% | $11,185+12.6% | $7,344+71.4% |