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 | $133,921 | $95,803+39.8% | $113,168+18.3% | $84,808+57.9% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 11.35% | 25.00%-13.6pp | 24.27%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,987 | $2,360-15.8% | $2,975-33.2% | $2,631-24.5% |
| Participant deferral / active EE | $4,397 | $4,242+3.7% | $5,107-13.9% | $4,212+4.4% |
| Admin fee / account holder | $7,028 | $8,989-21.8% | $12,068-41.8% | $7,344-4.3% |