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 | $111,468 | $110,257+1.1% | $96,544+15.5% | $139,434-20.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 9.37% | 26.32%-16.9pp | 25.84%-16.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $3,510 | $3,620-3.0% | $2,965+18.4% | $4,751-26.1% |
| Participant deferral / active EE | $10,332 | $5,548+86.2% | $4,851+113.0% | $6,710+54.0% |
| Admin fee / account holder | $15,753 | $11,591+35.9% | $8,252+90.9% | $11,403+38.2% |