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 | $119,754 | $86,929+37.8% | $102,423+16.9% | $80,856+48.1% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+30.0pp |
| Annual return | 9.45% | 18.88%-9.4pp | 29.32%-19.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,683 | $2,369-29.0% | $3,023-44.3% | $2,755-38.9% |
| Participant deferral / active EE | $4,269 | $4,118+3.7% | $5,053-15.5% | $4,296-0.6% |
| Admin fee / account holder | $6,306 | $8,049-21.6% | $9,451-33.3% | $6,918-8.8% |