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 | $140,849 | $108,825+29.4% | $156,181-9.8% | $82,448+70.8% |
| Participation rate | 72.9% | 72.4%+0.5pp | 78.8%-5.9pp | 68.1%+4.8pp |
| Annual return | 10.80% | 20.59%-9.8pp | 64.87%-54.1pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,894 | $2,870-34.0% | $4,294-55.9% | $2,551-25.8% |
| Participant deferral / active EE | $7,504 | $4,577+63.9% | $6,132+22.4% | $4,139+81.3% |
| Admin fee / account holder | $11,105 | $9,341+18.9% | $14,586-23.9% | $7,234+53.5% |