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 | $102,430 | $89,753+14.1% | $107,525-4.7% | $84,808+20.8% |
| Participation rate | 85.4% | 68.1%+17.3pp | 75.1%+10.3pp | 68.3%+17.1pp |
| Annual return | 12.15% | 29.48%-17.3pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $914 | $3,113-70.6% | $3,754-75.6% | $2,631-65.3% |
| Participant deferral / active EE | $5,332 | $4,056+31.5% | $5,116+4.2% | $4,212+26.6% |
| Admin fee / account holder | $5,887 | $7,222-18.5% | $8,919-34.0% | $7,344-19.8% |