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 | $116,545 | $89,753+29.9% | $107,525+8.4% | $84,808+37.4% |
| Participation rate | 70.0% | 68.1%+1.9pp | 75.1%-5.1pp | 68.3%+1.7pp |
| Annual return | 12.12% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,412 | $3,113-54.7% | $3,754-62.4% | $2,631-46.3% |
| Participant deferral / active EE | $10,413 | $4,056+156.7% | $5,116+103.5% | $4,212+147.2% |
| Admin fee / account holder | $24,617 | $7,222+240.9% | $8,919+176.0% | $7,344+235.2% |