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 | $130,559 | $89,698+45.6% | $103,476+26.2% | $80,856+61.5% |
| Participation rate | 72.1% | 76.0%-3.9pp | 80.5%-8.4pp | 67.6%+4.5pp |
| Annual return | 9.85% | 22.78%-12.9pp | 23.90%-14.1pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,950 | $4,018-51.5% | $4,672-58.3% | $2,755-29.2% |
| Participant deferral / active EE | $5,152 | $5,456-5.6% | $6,623-22.2% | $4,296+19.9% |
| Admin fee / account holder | $9,973 | $6,768+47.4% | $9,413+6.0% | $6,918+44.2% |