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 | $109,332 | $73,933+47.9% | $96,683+13.1% | $75,163+45.5% |
| Participation rate | 93.7% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.5pp |
| Annual return | 11.56% | 26.70%-15.1pp | 35.69%-24.1pp | 160.62%-149.1pp |
| Employer contribution / active EE | $3,697 | $2,928+26.3% | $3,737-1.1% | $2,670+38.5% |
| Participant deferral / active EE | $5,371 | $3,659+46.8% | $4,878+10.1% | $4,125+30.2% |
| Admin fee / account holder | $53,499 | $5,216+925.6% | $6,730+695.0% | $5,651+846.7% |