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 | $149,078 | $127,065+17.3% | $113,168+31.7% | $142,382+4.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 9.98% | 24.03%-14.0pp | 24.27%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,791 | $3,442-48.0% | $2,975-39.8% | $4,299-58.3% |
| Participant deferral / active EE | $8,885 | $5,716+55.4% | $5,107+74.0% | $6,507+36.5% |
| Admin fee / account holder | $11,602 | $15,736-26.3% | $12,068-3.9% | $12,624-8.1% |