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 | $129,294 | $109,881+17.7% | $150,045-13.8% | $84,808+52.5% |
| Participation rate | 72.5% | 76.1%-3.5pp | 82.3%-9.8pp | 68.3%+4.2pp |
| Annual return | 14.08% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,064 | $3,561-14.0% | $4,693-34.7% | $2,631+16.4% |
| Participant deferral / active EE | $10,281 | $6,636+54.9% | $7,997+28.6% | $4,212+144.1% |
| Admin fee / account holder | $4,034 | $8,568-52.9% | $13,435-70.0% | $7,344-45.1% |