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 | $126,654 | $76,552+65.4% | $123,892+2.2% | $62,891+101.4% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 4.25% | 18.68%-14.4pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $808 | $2,883-72.0% | $4,617-82.5% | $2,281-64.6% |
| Participant deferral / active EE | $4,864 | $4,840+0.5% | $5,984-18.7% | $3,203+51.9% |
| Admin fee / account holder | $1,001 | $4,826-79.3% | $8,357-88.0% | $4,296-76.7% |