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 | $121,969 | $58,512+108.5% | $84,015+45.2% | $72,985+67.1% |
| Participation rate | 72.0% | 61.2%+10.8pp | 69.0%+3.0pp | 69.5%+2.5pp |
| Annual return | 16.49% | 28.93%-12.4pp | 71.31%-54.8pp | 81.00%-64.5pp |
| Employer contribution / active EE | $878 | $1,163-24.5% | $1,983-55.7% | $2,440-64.0% |
| Participant deferral / active EE | $2,887 | $2,394+20.6% | $3,239-10.9% | $3,607-20.0% |
| Admin fee / account holder | $3,142 | $4,569-31.2% | $6,101-48.5% | $5,124-38.7% |