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 | $117,053 | $72,277+62.0% | $101,248+15.6% | $79,858+46.6% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 6.94% | 22.30%-15.4pp | 46.47%-39.5pp | 31.71%-24.8pp |
| Employer contribution / active EE | $2,769 | $2,692+2.9% | $3,660-24.3% | $2,471+12.1% |
| Participant deferral / active EE | $5,688 | $3,282+73.3% | $4,370+30.1% | $3,740+52.1% |
| Admin fee / account holder | $2,138 | $4,400-51.4% | $5,945-64.0% | $5,306-59.7% |