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 | $104,549 | $58,523+78.6% | $99,443+5.1% | $72,985+43.2% |
| Participation rate | 83.3% | 64.6%+18.7pp | 73.8%+9.5pp | 69.5%+13.8pp |
| Annual return | 5.60% | 28.51%-22.9pp | 30.72%-25.1pp | 81.00%-75.4pp |
| Employer contribution / active EE | $2,440 | $1,512+61.4% | $2,540-3.9% | $2,4400% |
| Participant deferral / active EE | $3,571 | $2,606+37.0% | $3,619-1.3% | $3,607-1.0% |
| Admin fee / account holder | $7,360 | $4,102+79.4% | $6,250+17.7% | $5,124+43.6% |