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 | $124,290 | $80,717+54.0% | $154,803-19.7% | $84,808+46.6% |
| Participation rate | 95.4% | 66.8%+28.6pp | 78.1%+17.3pp | 68.3%+27.1pp |
| Annual return | 5.63% | 37.96%-32.3pp | 58.88%-53.3pp | 40.90%-35.3pp |
| Employer contribution / active EE | $2,004 | $2,761-27.4% | $4,305-53.5% | $2,631-23.8% |
| Participant deferral / active EE | $4,836 | $3,303+46.4% | $5,540-12.7% | $4,212+14.8% |
| Admin fee / account holder | $3,540 | $6,746-47.5% | $14,329-75.3% | $7,344-51.8% |