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 | $127,629 | $80,968+57.6% | $96,544+32.2% | $75,163+69.8% |
| Participation rate | 77.1% | 71.8%+5.3pp | 76.0%+1.1pp | 67.2%+9.9pp |
| Annual return | 7.82% | 27.06%-19.2pp | 25.84%-18.0pp | 160.62%-152.8pp |
| Employer contribution / active EE | $2,500 | $2,282+9.6% | $2,965-15.7% | $2,670-6.4% |
| Participant deferral / active EE | $3,755 | $3,928-4.4% | $4,851-22.6% | $4,125-9.0% |
| Admin fee / account holder | $2,892 | $6,724-57.0% | $8,252-65.0% | $5,651-48.8% |