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 | $113,218 | $109,881+3.0% | $150,045-24.5% | $84,808+33.5% |
| Participation rate | 72.6% | 76.1%-3.5pp | 82.3%-9.7pp | 68.3%+4.3pp |
| Annual return | 10.95% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,961 | $3,561-44.9% | $4,693-58.2% | $2,631-25.5% |
| Participant deferral / active EE | $4,291 | $6,636-35.3% | $7,997-46.3% | $4,212+1.9% |
| Admin fee / account holder | $7,861 | $8,568-8.3% | $13,435-41.5% | $7,344+7.0% |