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 | $108,310 | $73,933+46.5% | $96,683+12.0% | $75,163+44.1% |
| Participation rate | 87.5% | 66.4%+21.1pp | 74.3%+13.2pp | 67.2%+20.3pp |
| Annual return | 12.03% | 26.70%-14.7pp | 35.69%-23.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $3,173 | $2,928+8.4% | $3,737-15.1% | $2,670+18.8% |
| Participant deferral / active EE | $7,995 | $3,659+118.5% | $4,878+63.9% | $4,125+93.8% |
| Admin fee / account holder | $3,484 | $5,216-33.2% | $6,730-48.2% | $5,651-38.3% |