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 | $117,235 | $83,477+40.4% | $125,175-6.3% | $72,985+60.6% |
| Participation rate | 80.6% | 73.3%+7.2pp | 79.8%+0.8pp | 69.5%+11.1pp |
| Annual return | 10.56% | 25.78%-15.2pp | 43.79%-33.2pp | 81.00%-70.4pp |
| Employer contribution / active EE | $4,861 | $2,345+107.3% | $3,865+25.8% | $2,440+99.2% |
| Participant deferral / active EE | $2,881 | $3,585-19.6% | $4,937-41.6% | $3,607-20.1% |
| Admin fee / account holder | $4,845 | $5,517-12.2% | $9,702-50.1% | $5,124-5.5% |