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 | $126,088 | $109,359+15.3% | $162,163-22.2% | $72,985+72.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.34% | 25.46%-10.1pp | 115.59%-100.3pp | 81.00%-65.7pp |
| Employer contribution / active EE | $3,589 | $3,907-8.2% | $5,614-36.1% | $2,440+47.1% |
| Participant deferral / active EE | $5,571 | $5,481+1.6% | $7,298-23.7% | $3,607+54.4% |
| Admin fee / account holder | $3,692 | $7,972-53.7% | $10,843-66.0% | $5,124-28.0% |