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 | $134,782 | $86,929+55.0% | $102,423+31.6% | $80,856+66.7% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.6%+29.3pp |
| Annual return | 9.04% | 18.88%-9.8pp | 29.32%-20.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,773 | $2,369+17.0% | $3,023-8.3% | $2,755+0.7% |
| Participant deferral / active EE | $6,071 | $4,118+47.4% | $5,053+20.2% | $4,296+41.3% |
| Admin fee / account holder | $8,088 | $8,049+0.5% | $9,451-14.4% | $6,918+16.9% |