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 | $143,860 | $86,929+65.5% | $102,423+40.5% | $80,856+77.9% |
| Participation rate | 70.3% | 72.4%-2.1pp | 76.5%-6.2pp | 67.6%+2.6pp |
| Annual return | 7.78% | 18.88%-11.1pp | 29.32%-21.5pp | 35.59%-27.8pp |
| Employer contribution / active EE | $2,069 | $2,369-12.7% | $3,023-31.6% | $2,755-24.9% |
| Participant deferral / active EE | $6,061 | $4,118+47.2% | $5,053+20.0% | $4,296+41.1% |
| Admin fee / account holder | $8,267 | $8,049+2.7% | $9,451-12.5% | $6,918+19.5% |