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 | $132,215 | $109,881+20.3% | $150,045-11.9% | $84,808+55.9% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 13.09% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $4,168 | $3,561+17.1% | $4,693-11.2% | $2,631+58.4% |
| Participant deferral / active EE | $8,607 | $6,636+29.7% | $7,997+7.6% | $4,212+104.4% |
| Admin fee / account holder | $10,360 | $8,568+20.9% | $13,435-22.9% | $7,344+41.1% |