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 | $119,394 | $85,515+39.6% | $112,040+6.6% | $67,986+75.6% |
| Participation rate | 96.5% | 68.2%+28.3pp | 76.5%+20.0pp | 57.2%+39.3pp |
| Annual return | 10.76% | 29.68%-18.9pp | 24.52%-13.8pp | 31.67%-20.9pp |
| Employer contribution / active EE | $2,640 | $2,191+20.5% | $2,954-10.6% | $2,019+30.8% |
| Participant deferral / active EE | $4,272 | $4,014+6.4% | $5,098-16.2% | $3,358+27.2% |
| Admin fee / account holder | $4,285 | $3,774+13.5% | $12,098-64.6% | $3,203+33.8% |