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 | $137,720 | $101,724+35.4% | $164,813-16.4% | $80,856+70.3% |
| Participation rate | 72.4% | 71.8%+0.6pp | 78.6%-6.2pp | 67.6%+4.8pp |
| Annual return | 10.08% | 16.72%-6.6pp | 69.93%-59.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,098 | $2,953-29.0% | $4,341-51.7% | $2,755-23.8% |
| Participant deferral / active EE | $3,392 | $4,477-24.2% | $6,031-43.8% | $4,296-21.0% |
| Admin fee / account holder | $1,985 | $8,227-75.9% | $12,690-84.4% | $6,918-71.3% |