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 | $117,509 | $94,625+24.2% | $116,228+1.1% | $84,808+38.6% |
| Participation rate | 86.7% | 70.4%+16.2pp | 74.6%+12.1pp | 68.3%+18.4pp |
| Annual return | 11.00% | 20.40%-9.4pp | 90.06%-79.1pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,064 | $2,347+30.6% | $2,994+2.3% | $2,631+16.5% |
| Participant deferral / active EE | $2,909 | $3,972-26.8% | $4,953-41.3% | $4,212-30.9% |
| Admin fee / account holder | $8,214 | $10,091-18.6% | $11,989-31.5% | $7,344+11.8% |