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 | $104,078 | $91,552+13.7% | $133,956-22.3% | $79,858+30.3% |
| Participation rate | 93.9% | 73.3%+20.5pp | 79.8%+14.0pp | 69.6%+24.2pp |
| Annual return | 8.75% | 61.85%-53.1pp | 45.09%-36.3pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,232 | $2,384-6.4% | $3,919-43.1% | $2,471-9.7% |
| Participant deferral / active EE | $4,361 | $3,733+16.8% | $5,048-13.6% | $3,740+16.6% |
| Admin fee / account holder | $21,861 | $6,321+245.9% | $8,927+144.9% | $5,306+312.0% |