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 | $124,044 | $54,762+126.5% | $90,281+37.4% | $72,985+70.0% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 1.86% | 30.63%-28.8pp | 78.10%-76.2pp | 81.00%-79.1pp |
| Employer contribution / active EE | $1,739 | $2,092-16.9% | $2,854-39.1% | $2,440-28.7% |
| Participant deferral / active EE | $3,948 | $2,887+36.8% | $3,885+1.6% | $3,607+9.5% |
| Admin fee / account holder | $2,659 | $3,972-33.1% | $5,351-50.3% | $5,124-48.1% |