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 | $109,139 | $95,266+14.6% | $82,389+32.5% | $142,382-23.3% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 7.10% | 25.74%-18.6pp | 28.67%-21.6pp | 217.08%-210.0pp |
| Employer contribution / active EE | $6,077 | $2,991+103.2% | $2,517+141.4% | $4,299+41.3% |
| Participant deferral / active EE | $8,317 | $4,809+72.9% | $4,155+100.2% | $6,507+27.8% |
| Admin fee / account holder | $50,064 | $8,563+484.6% | $7,231+592.4% | $12,624+296.6% |