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 | $121,454 | $72,492+67.5% | $87,100+39.4% | $72,985+66.4% |
| Participation rate | 87.8% | 72.8%+14.9pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 7.45% | 24.46%-17.0pp | 28.19%-20.7pp | 81.00%-73.6pp |
| Employer contribution / active EE | $5,670 | $1,894+199.4% | $2,521+124.9% | $2,440+132.4% |
| Participant deferral / active EE | $5,670 | $3,270+73.4% | $4,049+40.0% | $3,607+57.2% |
| Admin fee / account holder | $8,070 | $5,055+59.6% | $7,497+7.6% | $5,124+57.5% |