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 | $112,280 | $78,422+43.2% | $95,952+17.0% | $79,858+40.6% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 7.32% | 19.37%-12.0pp | 91.61%-84.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,745 | $1,945-10.3% | $2,541-31.3% | $2,471-29.4% |
| Participant deferral / active EE | $3,844 | $3,440+11.8% | $4,167-7.7% | $3,740+2.8% |
| Admin fee / account holder | $2,418 | $5,622-57.0% | $6,795-64.4% | $5,306-54.4% |