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 | $121,359 | $99,985+21.4% | $146,665-17.3% | $85,850+41.4% |
| Participation rate | 83.0% | 73.1%+9.9pp | 80.1%+2.9pp | 69.3%+13.7pp |
| Annual return | 10.37% | 18.93%-8.6pp | 22.74%-12.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,268 | $2,559-11.4% | $4,136-45.2% | $2,565-11.6% |
| Participant deferral / active EE | $6,430 | $4,006+60.5% | $5,506+16.8% | $3,952+62.7% |
| Admin fee / account holder | $8,838 | $7,702+14.7% | $10,280-14.0% | $6,260+41.2% |