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 | $130,320 | $80,717+61.5% | $154,803-15.8% | $84,808+53.7% |
| Participation rate | 93.2% | 66.8%+26.4pp | 78.1%+15.2pp | 68.3%+24.9pp |
| Annual return | 4.97% | 37.96%-33.0pp | 58.88%-53.9pp | 40.90%-35.9pp |
| Employer contribution / active EE | $4,054 | $2,761+46.8% | $4,305-5.8% | $2,631+54.1% |
| Participant deferral / active EE | $4,898 | $3,303+48.3% | $5,540-11.6% | $4,212+16.3% |
| Admin fee / account holder | $10,962 | $6,746+62.5% | $14,329-23.5% | $7,344+49.3% |