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 | $109,830 | $80,968+35.6% | $96,544+13.8% | $75,163+46.1% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 12.71% | 27.06%-14.4pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,109 | $2,282-7.6% | $2,965-28.9% | $2,670-21.0% |
| Participant deferral / active EE | $3,029 | $3,928-22.9% | $4,851-37.6% | $4,125-26.6% |
| Admin fee / account holder | $11,733 | $6,724+74.5% | $8,252+42.2% | $5,651+107.6% |