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 | $104,288 | $95,453+9.3% | $112,040-6.9% | $82,448+26.5% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 8.16% | 23.92%-15.8pp | 24.52%-16.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $2,638 | $2,318+13.8% | $2,954-10.7% | $2,551+3.4% |
| Participant deferral / active EE | $4,113 | $4,224-2.6% | $5,098-19.3% | $4,139-0.6% |
| Admin fee / account holder | $18,738 | $9,013+107.9% | $12,098+54.9% | $7,234+159.0% |