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 | $109,855 | $89,753+22.4% | $107,525+2.2% | $84,808+29.5% |
| Participation rate | 86.8% | 68.1%+18.8pp | 75.1%+11.8pp | 68.3%+18.5pp |
| Annual return | 4.25% | 29.48%-25.2pp | 181.32%-177.1pp | 40.90%-36.6pp |
| Employer contribution / active EE | $2,632 | $3,113-15.5% | $3,754-29.9% | $2,6310% |
| Participant deferral / active EE | $5,948 | $4,056+46.7% | $5,116+16.3% | $4,212+41.2% |
| Admin fee / account holder | $1,034 | $7,222-85.7% | $8,919-88.4% | $7,344-85.9% |