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 | $106,549 | $89,753+18.7% | $107,525-0.9% | $84,808+25.6% |
| Participation rate | 84.8% | 68.1%+16.8pp | 75.1%+9.8pp | 68.3%+16.5pp |
| Annual return | 9.99% | 29.48%-19.5pp | 181.32%-171.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,596 | $3,113-16.6% | $3,754-30.8% | $2,631-1.3% |
| Participant deferral / active EE | $5,615 | $4,056+38.4% | $5,116+9.8% | $4,212+33.3% |
| Admin fee / account holder | $3,964 | $7,222-45.1% | $8,919-55.6% | $7,344-46.0% |