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 | $113,792 | $89,753+26.8% | $107,525+5.8% | $84,808+34.2% |
| Participation rate | 74.3% | 68.1%+6.3pp | 75.1%-0.8pp | 68.3%+6.0pp |
| Annual return | 12.44% | 29.48%-17.0pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,227 | $3,113-28.5% | $3,754-40.7% | $2,631-15.3% |
| Participant deferral / active EE | $4,454 | $4,056+9.8% | $5,116-12.9% | $4,212+5.8% |
| Admin fee / account holder | $5,610 | $7,222-22.3% | $8,919-37.1% | $7,344-23.6% |