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 | $139,976 | $81,460+71.8% | $103,333+35.5% | $80,856+73.1% |
| Participation rate | 78.8% | 66.8%+12.0pp | 74.5%+4.3pp | 67.6%+11.2pp |
| Annual return | 10.37% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,341 | $3,105-24.6% | $3,868-39.5% | $2,755-15.0% |
| Participant deferral / active EE | $4,498 | $3,869+16.3% | $5,057-11.1% | $4,296+4.7% |
| Admin fee / account holder | $638 | $6,566-90.3% | $8,355-92.4% | $6,918-90.8% |