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 | $123,551 | $70,475+75.3% | $100,516+22.9% | $79,858+54.7% |
| Participation rate | 75.9% | 73.7%+2.3pp | 79.4%-3.5pp | 69.6%+6.3pp |
| Annual return | 9.76% | 21.90%-12.1pp | 30.89%-21.1pp | 31.71%-21.9pp |
| Employer contribution / active EE | $3,968 | $2,165+83.3% | $3,418+16.1% | $2,471+60.6% |
| Participant deferral / active EE | $7,214 | $5,181+39.2% | $6,270+15.1% | $3,740+92.9% |
| Admin fee / account holder | $8,544 | $4,478+90.8% | $8,081+5.7% | $5,306+61.0% |