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 | $113,492 | $109,881+3.3% | $150,045-24.4% | $84,808+33.8% |
| Participation rate | 78.7% | 76.1%+2.6pp | 82.3%-3.6pp | 68.3%+10.4pp |
| Annual return | 13.78% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,526 | $3,561-29.1% | $4,693-46.2% | $2,631-4.0% |
| Participant deferral / active EE | $10,502 | $6,636+58.3% | $7,997+31.3% | $4,212+149.4% |
| Admin fee / account holder | $46,858 | $8,568+446.9% | $13,435+248.8% | $7,344+538.1% |