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 | $114,419 | $74,927+52.7% | $101,794+12.4% | $84,808+34.9% |
| Participation rate | 97.7% | 61.4%+36.3pp | 69.2%+28.5pp | 68.3%+29.4pp |
| Annual return | 8.29% | 18.70%-10.4pp | 30.53%-22.2pp | 40.90%-32.6pp |
| Employer contribution / active EE | $2,002 | $1,522+31.6% | $2,289-12.5% | $2,631-23.9% |
| Participant deferral / active EE | $1,333 | $3,099-57.0% | $4,084-67.4% | $4,212-68.3% |
| Admin fee / account holder | $4,259 | $6,514-34.6% | $8,777-51.5% | $7,344-42.0% |