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 | $108,567 | $91,552+18.6% | $133,956-19.0% | $79,858+36.0% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | 6.45% | 61.85%-55.4pp | 45.09%-38.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $2,353 | $2,384-1.3% | $3,919-39.9% | $2,471-4.8% |
| Participant deferral / active EE | $3,805 | $3,733+1.9% | $5,048-24.6% | $3,740+1.7% |
| Admin fee / account holder | $1,382 | $6,321-78.1% | $8,927-84.5% | $5,306-74.0% |