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 | $112,098 | $81,460+37.6% | $103,333+8.5% | $80,856+38.6% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 8.10% | 25.55%-17.4pp | 24.88%-16.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $3,374 | $3,105+8.7% | $3,868-12.8% | $2,755+22.5% |
| Participant deferral / active EE | $6,184 | $3,869+59.9% | $5,057+22.3% | $4,296+44.0% |
| Admin fee / account holder | $5,022 | $6,566-23.5% | $8,355-39.9% | $6,918-27.4% |