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 | $112,502 | $78,672+43.0% | $109,143+3.1% | $85,850+31.0% |
| Participation rate | 71.7% | 68.3%+3.4pp | 75.9%-4.2pp | 69.3%+2.4pp |
| Annual return | 8.09% | 25.09%-17.0pp | 25.75%-17.7pp | 318.53%-310.4pp |
| Employer contribution / active EE | $1,452 | $2,735-46.9% | $3,722-61.0% | $2,565-43.4% |
| Participant deferral / active EE | $2,923 | $3,467-15.7% | $4,653-37.2% | $3,952-26.0% |
| Admin fee / account holder | $4,068 | $5,469-25.6% | $6,752-39.8% | $6,260-35.0% |