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 | $134,324 | $110,257+21.8% | $96,544+39.1% | $139,434-3.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.7pp | 80.3%+4.3pp |
| Annual return | 2.71% | 26.32%-23.6pp | 25.84%-23.1pp | 372.94%-370.2pp |
| Employer contribution / active EE | $2,981 | $3,620-17.6% | $2,965+0.5% | $4,751-37.2% |
| Participant deferral / active EE | $3,664 | $5,548-34.0% | $4,851-24.5% | $6,710-45.4% |
| Admin fee / account holder | $8,446 | $11,591-27.1% | $8,252+2.3% | $11,403-25.9% |