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 | $103,055 | $115,770-11.0% | $101,248+1.8% | $158,922-35.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 7.39% | 56.14%-48.8pp | 46.47%-39.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $4,806 | $4,175+15.1% | $3,660+31.3% | $4,761+1.0% |
| Participant deferral / active EE | $9,622 | $4,957+94.1% | $4,370+120.2% | $5,982+60.8% |
| Admin fee / account holder | $18,009 | $7,245+148.6% | $5,945+202.9% | $11,246+60.1% |