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 | $93,436 | $80,968+15.4% | $96,544-3.2% | $75,163+24.3% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 10.10% | 27.06%-17.0pp | 25.84%-15.7pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,418 | $2,282+6.0% | $2,965-18.5% | $2,670-9.4% |
| Participant deferral / active EE | $5,027 | $3,928+28.0% | $4,851+3.6% | $4,125+21.9% |
| Admin fee / account holder | $14,954 | $6,724+122.4% | $8,252+81.2% | $5,651+164.6% |