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 | $131,866 | $80,968+62.9% | $96,544+36.6% | $75,163+75.4% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 8.10% | 27.06%-19.0pp | 25.84%-17.7pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,375 | $2,282-39.7% | $2,965-53.6% | $2,670-48.5% |
| Participant deferral / active EE | $3,711 | $3,928-5.5% | $4,851-23.5% | $4,125-10.0% |
| Admin fee / account holder | $13,987 | $6,724+108.0% | $8,252+69.5% | $5,651+147.5% |