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 | $112,270 | $80,717+39.1% | $154,803-27.5% | $84,808+32.4% |
| Participation rate | 94.3% | 66.8%+27.5pp | 78.1%+16.2pp | 68.3%+26.0pp |
| Annual return | 11.01% | 37.96%-26.9pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $5,955 | $2,761+115.6% | $4,305+38.3% | $2,631+126.3% |
| Participant deferral / active EE | $3,946 | $3,303+19.5% | $5,540-28.8% | $4,212-6.3% |
| Admin fee / account holder | $4,666 | $6,746-30.8% | $14,329-67.4% | $7,344-36.5% |