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 | $107,928 | $102,317+5.5% | $146,958-26.6% | $80,856+33.5% |
| Participation rate | 76.2% | 75.8%+0.4pp | 82.2%-6.0pp | 67.6%+8.6pp |
| Annual return | 10.36% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $7,260 | $3,713+95.5% | $4,933+47.2% | $2,755+163.5% |
| Participant deferral / active EE | $5,479 | $6,644-17.5% | $8,070-32.1% | $4,296+27.6% |
| Admin fee / account holder | $6,309 | $7,941-20.6% | $12,998-51.5% | $6,918-8.8% |