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 | $109,342 | $99,877+9.5% | $84,966+28.7% | $145,922-25.1% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 8.07% | 83.76%-75.7pp | 66.38%-58.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,514 | $3,231-22.2% | $2,727-7.8% | $4,660-46.0% |
| Participant deferral / active EE | $6,252 | $5,291+18.2% | $4,519+38.3% | $6,688-6.5% |
| Admin fee / account holder | $11,448 | $7,248+58.0% | $6,149+86.2% | $13,397-14.5% |