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 | $99,384 | $75,963+30.8% | $97,995+1.4% | $70,131+41.7% |
| Participation rate | 73.5% | 77.0%-3.5pp | 82.4%-8.9pp | 69.5%+3.9pp |
| Annual return | 11.70% | 19.26%-7.6pp | 23.94%-12.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $927 | $3,278-71.7% | $4,158-77.7% | $2,342-60.4% |
| Participant deferral / active EE | $7,853 | $4,053+93.7% | $5,097+54.1% | $3,332+135.7% |
| Admin fee / account holder | $6,877 | $5,407+27.2% | $5,943+15.7% | $4,645+48.0% |