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 | $112,511 | $157,256-28.5% | $141,162-20.3% | $152,861-26.4% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 11.91% | 64.32%-52.4pp | 71.39%-59.5pp | 345.32%-333.4pp |
| Employer contribution / active EE | $952 | $5,261-81.9% | $4,735-79.9% | $4,762-80.0% |
| Participant deferral / active EE | $9,757 | $7,109+37.2% | $6,709+45.4% | $5,850+66.8% |
| Admin fee / account holder | $2,521 | $12,120-79.2% | $10,261-75.4% | $11,596-78.3% |