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 | $117,386 | $80,968+45.0% | $96,544+21.6% | $75,163+56.2% |
| Participation rate | 94.0% | 71.8%+22.2pp | 76.0%+18.0pp | 67.2%+26.8pp |
| Annual return | 10.70% | 27.06%-16.4pp | 25.84%-15.1pp | 160.62%-149.9pp |
| Employer contribution / active EE | $2,164 | $2,282-5.1% | $2,965-27.0% | $2,670-18.9% |
| Participant deferral / active EE | $4,682 | $3,928+19.2% | $4,851-3.5% | $4,125+13.5% |
| Admin fee / account holder | $4,783 | $6,724-28.9% | $8,252-42.0% | $5,651-15.4% |