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 | $103,837 | $78,422+32.4% | $95,952+8.2% | $79,858+30.0% |
| Participation rate | 77.1% | 73.5%+3.6pp | 77.1%0pp | 69.6%+7.5pp |
| Annual return | 9.87% | 19.37%-9.5pp | 91.61%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $2,256 | $1,945+16.0% | $2,541-11.2% | $2,471-8.7% |
| Participant deferral / active EE | $6,463 | $3,440+87.9% | $4,167+55.1% | $3,740+72.8% |
| Admin fee / account holder | $33,555 | $5,622+496.8% | $6,795+393.8% | $5,306+532.4% |