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 | $138,818 | $123,793+12.1% | $177,821-21.9% | $79,858+73.8% |
| Participation rate | 86.4% | 84.7%+1.7pp | 87.7%-1.4pp | 69.6%+16.7pp |
| Annual return | 6.69% | 22.82%-16.1pp | 48.32%-41.6pp | 31.71%-25.0pp |
| Employer contribution / active EE | $2,968 | $4,095-27.5% | $5,918-49.9% | $2,471+20.1% |
| Participant deferral / active EE | $6,015 | $5,956+1.0% | $7,714-22.0% | $3,740+60.8% |
| Admin fee / account holder | $9,898 | $7,243+36.7% | $12,427-20.4% | $5,306+86.5% |