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 | $124,157 | $89,753+38.3% | $107,525+15.5% | $84,808+46.4% |
| Participation rate | 73.4% | 68.1%+5.4pp | 75.1%-1.7pp | 68.3%+5.1pp |
| Annual return | 12.79% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $6,878 | $3,113+120.9% | $3,754+83.3% | $2,631+161.4% |
| Participant deferral / active EE | $2,336 | $4,056-42.4% | $5,116-54.3% | $4,212-44.5% |
| Admin fee / account holder | $7,476 | $7,222+3.5% | $8,919-16.2% | $7,344+1.8% |