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 | $105,601 | $103,376+2.2% | $87,100+21.2% | $152,861-30.9% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 5.57% | 28.10%-22.5pp | 28.19%-22.6pp | 345.32%-339.7pp |
| Employer contribution / active EE | $5,420 | $3,220+68.3% | $2,521+114.9% | $4,762+13.8% |
| Participant deferral / active EE | $3,441 | $4,778-28.0% | $4,049-15.0% | $5,850-41.2% |
| Admin fee / account holder | $7,067 | $12,205-42.1% | $7,497-5.7% | $11,596-39.1% |