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 | $110,654 | $101,883+8.6% | $453,369-75.6% | $85,850+28.9% |
| Participation rate | 91.8% | 72.3%+19.5pp | 78.0%+13.8pp | 69.3%+22.5pp |
| Annual return | 10.17% | 25.38%-15.2pp | 64.40%-54.2pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,419 | $2,847-50.2% | $4,070-65.1% | $2,565-44.7% |
| Participant deferral / active EE | $5,451 | $4,782+14.0% | $6,209-12.2% | $3,952+37.9% |
| Admin fee / account holder | $21,105 | $5,706+269.9% | $11,209+88.3% | $6,260+237.1% |