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 | $113,870 | $81,460+39.8% | $103,333+10.2% | $80,856+40.8% |
| Participation rate | 82.8% | 66.8%+15.9pp | 74.5%+8.2pp | 67.6%+15.1pp |
| Annual return | 8.91% | 25.55%-16.6pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,915 | $3,105-38.3% | $3,868-50.5% | $2,755-30.5% |
| Participant deferral / active EE | $5,150 | $3,869+33.1% | $5,057+1.8% | $4,296+19.9% |
| Admin fee / account holder | $10,352 | $6,566+57.6% | $8,355+23.9% | $6,918+49.6% |