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 | $116,169 | $78,926+47.2% | $136,749-15.0% | $84,808+37.0% |
| Participation rate | 96.2% | 62.2%+34.0pp | 72.1%+24.0pp | 68.3%+27.8pp |
| Annual return | 11.02% | 18.17%-7.1pp | 24.33%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,915 | $2,134+83.4% | $3,400+15.2% | $2,631+48.8% |
| Participant deferral / active EE | $7,370 | $3,168+132.6% | $4,692+57.1% | $4,212+75.0% |
| Admin fee / account holder | $30,676 | $6,369+381.6% | $11,386+169.4% | $7,344+317.7% |