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 | $109,482 | $89,753+22.0% | $107,525+1.8% | $84,808+29.1% |
| Participation rate | 94.6% | 68.1%+26.6pp | 75.1%+19.6pp | 68.3%+26.3pp |
| Annual return | 10.92% | 29.48%-18.6pp | 181.32%-170.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $9,464 | $3,113+204.0% | $3,754+152.1% | $2,631+259.7% |
| Participant deferral / active EE | $2,467 | $4,056-39.2% | $5,116-51.8% | $4,212-41.4% |
| Admin fee / account holder | $8,495 | $7,222+17.6% | $8,919-4.8% | $7,344+15.7% |