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 | $117,495 | $78,926+48.9% | $136,749-14.1% | $84,808+38.5% |
| Participation rate | 97.6% | 62.2%+35.4pp | 72.1%+25.4pp | 68.3%+29.2pp |
| Annual return | 4.51% | 18.17%-13.7pp | 24.33%-19.8pp | 40.90%-36.4pp |
| Employer contribution / active EE | $7,541 | $2,134+253.4% | $3,400+121.8% | $2,631+186.6% |
| Participant deferral / active EE | $6,397 | $3,168+101.9% | $4,692+36.3% | $4,212+51.9% |
| Admin fee / account holder | $14,668 | $6,369+130.3% | $11,386+28.8% | $7,344+99.7% |