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 | $118,960 | $63,764+86.6% | $81,930+45.2% | $79,858+49.0% |
| Participation rate | 93.9% | 67.5%+26.4pp | 72.0%+21.9pp | 69.6%+24.3pp |
| Annual return | 8.46% | 22.66%-14.2pp | 29.49%-21.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $2,772 | $1,795+54.4% | $4,310-35.7% | $2,471+12.2% |
| Participant deferral / active EE | $5,040 | $2,780+81.3% | $7,107-29.1% | $3,740+34.7% |
| Admin fee / account holder | $4,782 | $4,426+8.0% | $5,158-7.3% | $5,306-9.9% |