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 | $148,519 | $86,929+70.8% | $102,423+45.0% | $80,856+83.7% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.6%+18.7pp |
| Annual return | 4.88% | 18.88%-14.0pp | 29.32%-24.4pp | 35.59%-30.7pp |
| Employer contribution / active EE | $1,968 | $2,369-16.9% | $3,023-34.9% | $2,755-28.6% |
| Participant deferral / active EE | $7,528 | $4,118+82.8% | $5,053+49.0% | $4,296+75.2% |
| Admin fee / account holder | $10,528 | $8,049+30.8% | $9,451+11.4% | $6,918+52.2% |