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 | $127,095 | $74,927+69.6% | $101,794+24.9% | $84,808+49.9% |
| Participation rate | 96.2% | 61.4%+34.8pp | 69.2%+27.0pp | 68.3%+27.8pp |
| Annual return | 8.47% | 18.70%-10.2pp | 30.53%-22.1pp | 40.90%-32.4pp |
| Employer contribution / active EE | $2,014 | $1,522+32.4% | $2,289-12.0% | $2,631-23.4% |
| Participant deferral / active EE | $5,459 | $3,099+76.1% | $4,084+33.7% | $4,212+29.6% |
| Admin fee / account holder | $580 | $6,514-91.1% | $8,777-93.4% | $7,344-92.1% |