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 | $154,965 | $95,803+61.8% | $113,168+36.9% | $84,808+82.7% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+29.0pp |
| Annual return | 12.10% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,895 | $2,360-19.7% | $2,975-36.3% | $2,631-28.0% |
| Participant deferral / active EE | $5,023 | $4,242+18.4% | $5,107-1.6% | $4,212+19.3% |
| Admin fee / account holder | $5,918 | $8,989-34.2% | $12,068-51.0% | $7,344-19.4% |