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 | $113,565 | $101,724+11.6% | $164,813-31.1% | $80,856+40.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.30% | 16.72%-7.4pp | 69.93%-60.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,083 | $2,953-29.5% | $4,341-52.0% | $2,755-24.4% |
| Participant deferral / active EE | $5,686 | $4,477+27.0% | $6,031-5.7% | $4,296+32.4% |
| Admin fee / account holder | $1,969 | $8,227-76.1% | $12,690-84.5% | $6,918-71.5% |