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 | $129,034 | $95,803+34.7% | $113,168+14.0% | $84,808+52.1% |
| Participation rate | 78.4% | 72.9%+5.5pp | 76.6%+1.8pp | 68.3%+10.1pp |
| Annual return | 3.67% | 25.00%-21.3pp | 24.27%-20.6pp | 40.90%-37.2pp |
| Employer contribution / active EE | $1,362 | $2,360-42.3% | $2,975-54.2% | $2,631-48.2% |
| Participant deferral / active EE | $3,477 | $4,242-18.0% | $5,107-31.9% | $4,212-17.4% |
| Admin fee / account holder | $11,716 | $8,989+30.3% | $12,068-2.9% | $7,344+59.5% |