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 | $137,175 | $76,367+79.6% | $93,606+46.5% | $72,985+87.9% |
| Participation rate | 77.8% | 71.7%+6.0pp | 75.8%+1.9pp | 69.5%+8.3pp |
| Annual return | 3.05% | 25.82%-22.8pp | 32.76%-29.7pp | 81.00%-77.9pp |
| Employer contribution / active EE | $2,789 | $2,275+22.6% | $2,718+2.6% | $2,440+14.3% |
| Participant deferral / active EE | $6,877 | $3,538+94.4% | $4,069+69.0% | $3,607+90.6% |
| Admin fee / account holder | $2,705 | $6,838-60.4% | $7,888-65.7% | $5,124-47.2% |