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 | $125,457 | $95,803+31.0% | $113,168+10.9% | $84,808+47.9% |
| Participation rate | 80.6% | 72.9%+7.8pp | 76.6%+4.1pp | 68.3%+12.3pp |
| Annual return | 9.55% | 25.00%-15.5pp | 24.27%-14.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,816 | $2,360-23.1% | $2,975-39.0% | $2,631-31.0% |
| Participant deferral / active EE | $4,639 | $4,242+9.3% | $5,107-9.2% | $4,212+10.1% |
| Admin fee / account holder | $12,164 | $8,989+35.3% | $12,068+0.8% | $7,344+65.6% |