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 | $112,026 | $73,787+51.8% | $98,716+13.5% | $82,448+35.9% |
| Participation rate | 88.6% | 61.4%+27.2pp | 69.3%+19.3pp | 68.1%+20.5pp |
| Annual return | 11.34% | 18.57%-7.2pp | 31.81%-20.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,272 | $1,511-15.8% | $2,279-44.2% | $2,551-50.1% |
| Participant deferral / active EE | $3,841 | $3,081+24.7% | $4,048-5.1% | $4,139-7.2% |
| Admin fee / account holder | $7,074 | $6,500+8.8% | $8,703-18.7% | $7,234-2.2% |