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 | $116,260 | $95,803+21.4% | $113,168+2.7% | $84,808+37.1% |
| Participation rate | 77.6% | 72.9%+4.8pp | 76.6%+1.1pp | 68.3%+9.3pp |
| Annual return | 11.80% | 25.00%-13.2pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,234 | $2,360-47.7% | $2,975-58.5% | $2,631-53.1% |
| Participant deferral / active EE | $3,321 | $4,242-21.7% | $5,107-35.0% | $4,212-21.1% |
| Admin fee / account holder | $11,146 | $8,989+24.0% | $12,068-7.6% | $7,344+51.8% |