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 | $111,045 | $109,881+1.1% | $150,045-26.0% | $84,808+30.9% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 13.06% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,794 | $3,561+62.7% | $4,693+23.5% | $2,631+120.2% |
| Participant deferral / active EE | $5,844 | $6,636-11.9% | $7,997-26.9% | $4,212+38.8% |
| Admin fee / account holder | $1,532 | $8,568-82.1% | $13,435-88.6% | $7,344-79.1% |