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 | $137,520 | $87,013+58.0% | $106,213+29.5% | $80,856+70.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 8.70% | 17.05%-8.4pp | 116.14%-107.4pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,111 | $2,395-11.9% | $3,171-33.4% | $2,755-23.4% |
| Participant deferral / active EE | $5,395 | $3,986+35.3% | $5,016+7.6% | $4,296+25.6% |
| Admin fee / account holder | $680 | $8,431-91.9% | $11,033-93.8% | $6,918-90.2% |