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 | $141,514 | $56,897+148.7% | $84,750+67.0% | $62,891+125.0% |
| Participation rate | 96.4% | 68.5%+27.9pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 3.93% | 6.30%-2.4pp | 22.78%-18.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $2,365 | $2,400-1.5% | $3,574-33.8% | $2,281+3.7% |
| Participant deferral / active EE | $5,334 | $2,709+96.9% | $3,712+43.7% | $3,203+66.5% |
| Admin fee / account holder | $3,408 | $3,581-4.8% | $5,332-36.1% | $4,296-20.7% |