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 | $110,423 | $105,181+5.0% | $159,436-30.7% | $85,850+28.6% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.8%+11.1pp | 69.3%+24.6pp |
| Annual return | 11.76% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $5,792 | $3,318+74.6% | $4,829+19.9% | $2,565+125.8% |
| Participant deferral / active EE | $9,516 | $5,945+60.1% | $7,352+29.4% | $3,952+140.8% |
| Admin fee / account holder | $2,065 | $6,933-70.2% | $10,799-80.9% | $6,260-67.0% |