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 | $112,838 | $91,552+23.3% | $133,956-15.8% | $79,858+41.3% |
| Participation rate | 92.1% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | 6.85% | 61.85%-55.0pp | 45.09%-38.2pp | 31.71%-24.9pp |
| Employer contribution / active EE | $2,195 | $2,384-7.9% | $3,919-44.0% | $2,471-11.2% |
| Participant deferral / active EE | $4,230 | $3,733+13.3% | $5,048-16.2% | $3,740+13.1% |
| Admin fee / account holder | $5,502 | $6,321-13.0% | $8,927-38.4% | $5,306+3.7% |