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 | $106,260 | $57,541+84.7% | $95,745+11.0% | $75,163+41.4% |
| Participation rate | 71.8% | 62.5%+9.3pp | 72.3%-0.4pp | 67.2%+4.6pp |
| Annual return | 7.89% | 34.93%-27.0pp | 28.35%-20.5pp | 160.62%-152.7pp |
| Employer contribution / active EE | $3,171 | $1,808+75.4% | $2,835+11.9% | $2,670+18.8% |
| Participant deferral / active EE | $3,971 | $3,074+29.2% | $4,245-6.4% | $4,125-3.7% |
| Admin fee / account holder | $5,539 | $4,099+35.1% | $5,678-2.5% | $5,651-2.0% |