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 | $128,567 | $51,175+151.2% | $70,515+82.3% | $75,163+71.1% |
| Participation rate | 87.0% | 60.9%+26.0pp | 68.3%+18.6pp | 67.2%+19.8pp |
| Annual return | 12.90% | 30.02%-17.1pp | 32.77%-19.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,174 | $1,826+19.0% | $2,973-26.9% | $2,670-18.6% |
| Participant deferral / active EE | $4,905 | $2,849+72.1% | $4,567+7.4% | $4,125+18.9% |
| Admin fee / account holder | $3,441 | $4,091-15.9% | $6,412-46.3% | $5,651-39.1% |