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 | $120,420 | $91,552+31.5% | $133,956-10.1% | $79,858+50.8% |
| Participation rate | 73.2% | 73.3%-0.1pp | 79.8%-6.6pp | 69.6%+3.6pp |
| Annual return | 8.82% | 61.85%-53.0pp | 45.09%-36.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,528 | $2,384+6.1% | $3,919-35.5% | $2,471+2.3% |
| Participant deferral / active EE | $2,602 | $3,733-30.3% | $5,048-48.5% | $3,740-30.4% |
| Admin fee / account holder | $8,767 | $6,321+38.7% | $8,927-1.8% | $5,306+65.2% |