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 | $130,071 | $70,475+84.6% | $100,516+29.4% | $79,858+62.9% |
| Participation rate | 82.7% | 73.7%+9.0pp | 79.4%+3.3pp | 69.6%+13.0pp |
| Annual return | 3.56% | 21.90%-18.3pp | 30.89%-27.3pp | 31.71%-28.2pp |
| Employer contribution / active EE | $3,700 | $2,165+71.0% | $3,418+8.3% | $2,471+49.8% |
| Participant deferral / active EE | $5,512 | $5,181+6.4% | $6,270-12.1% | $3,740+47.4% |
| Admin fee / account holder | $7,115 | $4,478+58.9% | $8,081-12.0% | $5,306+34.1% |