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 | $120,953 | $114,381+5.7% | $107,525+12.5% | $142,382-15.1% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 9.88% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,847 | $4,015-54.0% | $3,754-50.8% | $4,299-57.0% |
| Participant deferral / active EE | $4,126 | $5,564-25.8% | $5,116-19.3% | $6,507-36.6% |
| Admin fee / account holder | $3,387 | $9,860-65.7% | $8,919-62.0% | $12,624-73.2% |