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 | $107,882 | $80,717+33.7% | $154,803-30.3% | $84,808+27.2% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 12.69% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,931 | $2,761+6.2% | $4,305-31.9% | $2,631+11.4% |
| Participant deferral / active EE | $5,905 | $3,303+78.8% | $5,540+6.6% | $4,212+40.2% |
| Admin fee / account holder | $2,722 | $6,746-59.7% | $14,329-81.0% | $7,344-62.9% |