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 | $109,678 | $101,724+7.8% | $164,813-33.5% | $80,856+35.6% |
| Participation rate | 71.1% | 71.8%-0.8pp | 78.6%-7.6pp | 67.6%+3.4pp |
| Annual return | 9.65% | 16.72%-7.1pp | 69.93%-60.3pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,606 | $2,953-11.8% | $4,341-40.0% | $2,755-5.4% |
| Participant deferral / active EE | $6,009 | $4,477+34.2% | $6,031-0.4% | $4,296+39.9% |
| Admin fee / account holder | $20,581 | $8,227+150.2% | $12,690+62.2% | $6,918+197.5% |