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 | $139,944 | $57,990+141.3% | $76,190+83.7% | $80,856+73.1% |
| Participation rate | 93.1% | 73.7%+19.4pp | 79.3%+13.9pp | 67.6%+25.5pp |
| Annual return | 9.32% | 15.89%-6.6pp | 13.78%-4.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $3,896 | $3,565+9.3% | $4,578-14.9% | $2,755+41.4% |
| Participant deferral / active EE | $4,126 | $3,814+8.2% | $5,474-24.6% | $4,296-4.0% |
| Admin fee / account holder | $4,510 | $5,668-20.4% | $5,123-12.0% | $6,918-34.8% |