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 | $105,905 | $80,673+31.3% | $101,326+4.5% | $84,808+24.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 81.5%+8.5pp | 68.3%+21.7pp |
| Annual return | 11.65% | 38.95%-27.3pp | 36.82%-25.2pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,080 | $2,698-22.9% | $3,665-43.3% | $2,631-20.9% |
| Participant deferral / active EE | $5,305 | $6,840-22.4% | $7,994-33.6% | $4,212+26.0% |
| Admin fee / account holder | $19,048 | $12,784+49.0% | $11,185+70.3% | $7,344+159.4% |