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 | $115,483 | $77,503+49.0% | $100,391+15.0% | $80,856+42.8% |
| Participation rate | 76.4% | 76.9%-0.6pp | 81.5%-5.1pp | 67.6%+8.7pp |
| Annual return | 11.70% | 37.20%-25.5pp | 49.20%-37.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,540 | $2,801-45.0% | $3,942-60.9% | $2,755-44.1% |
| Participant deferral / active EE | $6,160 | $6,820-9.7% | $8,082-23.8% | $4,296+43.4% |
| Admin fee / account holder | $2,697 | $5,897-54.3% | $7,899-65.9% | $6,918-61.0% |