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 | $113,452 | $64,348+76.3% | $90,160+25.8% | $70,131+61.8% |
| Participation rate | 78.7% | 70.4%+8.2pp | 76.9%+1.8pp | 69.5%+9.1pp |
| Annual return | 14.14% | 28.13%-14.0pp | 34.88%-20.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,188 | $2,046-41.9% | $3,318-64.2% | $2,342-49.3% |
| Participant deferral / active EE | $6,373 | $4,389+45.2% | $5,288+20.5% | $3,332+91.3% |
| Admin fee / account holder | $4,820 | $3,944+22.2% | $5,943-18.9% | $4,645+3.8% |