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 | $126,968 | $57,016+122.7% | $84,966+49.4% | $80,856+57.0% |
| Participation rate | 73.0% | 56.3%+16.6pp | 67.5%+5.5pp | 67.6%+5.3pp |
| Annual return | 10.16% | 21.66%-11.5pp | 66.38%-56.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,373 | $1,798+32.0% | $2,727-13.0% | $2,755-13.9% |
| Participant deferral / active EE | $3,335 | $3,110+7.3% | $4,519-26.2% | $4,296-22.4% |
| Admin fee / account holder | $3,272 | $4,980-34.3% | $6,149-46.8% | $6,918-52.7% |