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 | $109,946 | $115,770-5.0% | $101,248+8.6% | $158,922-30.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 3.10% | 56.14%-53.0pp | 46.47%-43.4pp | 302.83%-299.7pp |
| Employer contribution / active EE | $5,491 | $4,175+31.5% | $3,660+50.1% | $4,761+15.3% |
| Participant deferral / active EE | $4,167 | $4,957-15.9% | $4,370-4.7% | $5,982-30.3% |
| Admin fee / account holder | $13,261 | $7,245+83.0% | $5,945+123.0% | $11,246+17.9% |