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 | $118,186 | $109,881+7.6% | $150,045-21.2% | $84,808+39.4% |
| Participation rate | 70.7% | 76.1%-5.4pp | 82.3%-11.6pp | 68.3%+2.4pp |
| Annual return | 11.79% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,179 | $3,561-38.8% | $4,693-53.6% | $2,631-17.2% |
| Participant deferral / active EE | $5,217 | $6,636-21.4% | $7,997-34.8% | $4,212+23.9% |
| Admin fee / account holder | $5,326 | $8,568-37.8% | $13,435-60.4% | $7,344-27.5% |