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 | $125,567 | $66,402+89.1% | $109,895+14.3% | $85,850+46.3% |
| Participation rate | 94.1% | 63.9%+30.3pp | 74.2%+19.9pp | 69.3%+24.8pp |
| Annual return | 3.97% | 19.59%-15.6pp | 29.45%-25.5pp | 318.53%-314.6pp |
| Employer contribution / active EE | $2,070 | $1,687+22.7% | $2,842-27.2% | $2,565-19.3% |
| Participant deferral / active EE | $4,350 | $2,842+53.0% | $4,048+7.5% | $3,952+10.1% |
| Admin fee / account holder | $3,971 | $4,557-12.9% | $6,066-34.5% | $6,260-36.6% |