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 | $104,309 | $103,376+0.9% | $87,100+19.8% | $152,861-31.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 8.85% | 28.10%-19.2pp | 28.19%-19.3pp | 345.32%-336.5pp |
| Employer contribution / active EE | $2,324 | $3,220-27.8% | $2,521-7.8% | $4,762-51.2% |
| Participant deferral / active EE | $4,500 | $4,778-5.8% | $4,049+11.1% | $5,850-23.1% |
| Admin fee / account holder | $11,440 | $12,205-6.3% | $7,497+52.6% | $11,596-1.4% |