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 | $151,123 | $74,927+101.7% | $101,794+48.5% | $84,808+78.2% |
| Participation rate | 76.3% | 61.4%+14.9pp | 69.2%+7.1pp | 68.3%+8.0pp |
| Annual return | 9.76% | 18.70%-8.9pp | 30.53%-20.8pp | 40.90%-31.1pp |
| Employer contribution / active EE | $2,847 | $1,522+87.1% | $2,289+24.4% | $2,631+8.2% |
| Participant deferral / active EE | $2,735 | $3,099-11.7% | $4,084-33.0% | $4,212-35.1% |
| Admin fee / account holder | $1,741 | $6,514-73.3% | $8,777-80.2% | $7,344-76.3% |