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 | $103,828 | $109,413-5.1% | $156,263-33.6% | $84,808+22.4% |
| Participation rate | 89.7% | 72.7%+17.0pp | 78.9%+10.7pp | 68.3%+21.3pp |
| Annual return | 12.26% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,411 | $2,907-17.1% | $4,333-44.4% | $2,631-8.4% |
| Participant deferral / active EE | $5,277 | $4,590+15.0% | $6,158-14.3% | $4,212+25.3% |
| Admin fee / account holder | $803 | $9,357-91.4% | $14,255-94.4% | $7,344-89.1% |