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 | $113,462 | $86,286+31.5% | $111,297+1.9% | $85,850+32.2% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 10.37% | 19.99%-9.6pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,811 | $2,043-11.4% | $2,731-33.7% | $2,565-29.4% |
| Participant deferral / active EE | $5,680 | $3,641+56.0% | $4,487+26.6% | $3,952+43.7% |
| Admin fee / account holder | $3,437 | $8,188-58.0% | $7,964-56.8% | $6,260-45.1% |