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 | $123,200 | $64,480+91.1% | $81,382+51.4% | $80,856+52.4% |
| Participation rate | 84.5% | 63.9%+20.6pp | 69.5%+15.0pp | 67.6%+16.8pp |
| Annual return | 9.96% | 16.34%-6.4pp | 24.73%-14.8pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,183 | $1,978-40.2% | $2,463-52.0% | $2,755-57.1% |
| Participant deferral / active EE | $3,601 | $3,094+16.4% | $3,883-7.3% | $4,296-16.2% |
| Admin fee / account holder | $17,790 | $5,671+213.7% | $5,768+208.4% | $6,918+157.2% |