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 | $101,427 | $86,286+17.5% | $111,297-8.9% | $85,850+18.1% |
| Participation rate | 78.8% | 73.3%+5.5pp | 77.3%+1.5pp | 69.3%+9.5pp |
| Annual return | 10.75% | 19.99%-9.2pp | 54.65%-43.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,001 | $2,043-51.0% | $2,731-63.4% | $2,565-61.0% |
| Participant deferral / active EE | $4,550 | $3,641+25.0% | $4,487+1.4% | $3,952+15.1% |
| Admin fee / account holder | $5,628 | $8,188-31.3% | $7,964-29.3% | $6,260-10.1% |