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 | $115,284 | $82,978+38.9% | $129,995-11.3% | $71,457+61.3% |
| Participation rate | 76.6% | 74.1%+2.6pp | 78.5%-1.9pp | 67.9%+8.7pp |
| Annual return | 13.46% | 20.60%-7.1pp | -137.18%+150.6pp | 28.85%-15.4pp |
| Employer contribution / active EE | $2,219 | $2,622-15.3% | $4,320-48.6% | $2,588-14.2% |
| Participant deferral / active EE | $3,877 | $4,432-12.5% | $5,820-33.4% | $4,289-9.6% |
| Admin fee / account holder | $3,878 | $1,729+124.3% | $10,614-63.5% | $1,587+144.3% |