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 | $127,744 | $66,402+92.4% | $109,895+16.2% | $85,850+48.8% |
| Participation rate | 73.6% | 63.9%+9.7pp | 74.2%-0.6pp | 69.3%+4.3pp |
| Annual return | 9.73% | 19.59%-9.9pp | 29.45%-19.7pp | 318.53%-308.8pp |
| Employer contribution / active EE | $1,055 | $1,687-37.4% | $2,842-62.9% | $2,565-58.9% |
| Participant deferral / active EE | $1,465 | $2,842-48.5% | $4,048-63.8% | $3,952-62.9% |
| Admin fee / account holder | $3,850 | $4,557-15.5% | $6,066-36.5% | $6,260-38.5% |