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 | $118,954 | $86,929+36.8% | $102,423+16.1% | $80,856+47.1% |
| Participation rate | 90.2% | 72.4%+17.8pp | 76.5%+13.7pp | 67.6%+22.5pp |
| Annual return | 9.89% | 18.88%-9.0pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,121 | $2,369-10.5% | $3,023-29.8% | $2,755-23.0% |
| Participant deferral / active EE | $3,136 | $4,118-23.9% | $5,053-37.9% | $4,296-27.0% |
| Admin fee / account holder | $5,400 | $8,049-32.9% | $9,451-42.9% | $6,918-21.9% |