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 | $124,227 | $77,503+60.3% | $100,391+23.7% | $80,856+53.6% |
| Participation rate | 96.3% | 76.9%+19.4pp | 81.5%+14.8pp | 67.6%+28.7pp |
| Annual return | 9.60% | 37.20%-27.6pp | 49.20%-39.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,318 | $2,801-17.2% | $3,942-41.2% | $2,755-15.8% |
| Participant deferral / active EE | $4,392 | $6,820-35.6% | $8,082-45.7% | $4,296+2.2% |
| Admin fee / account holder | $5,524 | $5,897-6.3% | $7,899-30.1% | $6,918-20.2% |