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 | $122,013 | $68,719+77.6% | $91,541+33.3% | $84,808+43.9% |
| Participation rate | 72.1% | 64.5%+7.6pp | 69.8%+2.4pp | 68.3%+3.8pp |
| Annual return | 11.83% | 19.12%-7.3pp | 20.50%-8.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $405 | $1,920-78.9% | $2,505-83.8% | $2,631-84.6% |
| Participant deferral / active EE | $2,447 | $3,136-22.0% | $4,008-39.0% | $4,212-41.9% |
| Admin fee / account holder | $4,659 | $5,786-19.5% | $6,956-33.0% | $7,344-36.6% |