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 | $122,359 | $70,475+73.6% | $100,516+21.7% | $79,858+53.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 11.90% | 21.90%-10.0pp | 30.89%-19.0pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,843 | $2,165-14.9% | $3,418-46.1% | $2,471-25.4% |
| Participant deferral / active EE | $4,821 | $5,181-6.9% | $6,270-23.1% | $3,740+28.9% |
| Admin fee / account holder | $4,815 | $4,478+7.5% | $8,081-40.4% | $5,306-9.3% |