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 | $111,514 | $101,724+9.6% | $164,813-32.3% | $80,856+37.9% |
| Participation rate | 82.4% | 71.8%+10.5pp | 78.6%+3.7pp | 67.6%+14.7pp |
| Annual return | 9.34% | 16.72%-7.4pp | 69.93%-60.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $5,552 | $2,953+88.0% | $4,341+27.9% | $2,755+101.5% |
| Participant deferral / active EE | $4,153 | $4,477-7.2% | $6,031-31.1% | $4,296-3.3% |
| Admin fee / account holder | $22,585 | $8,227+174.5% | $12,690+78.0% | $6,918+226.5% |