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 | $116,238 | $99,341+17.0% | $84,750+37.2% | $273,961-57.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -1.30% | 22.93%-24.2pp | 22.78%-24.1pp | 41.45%-42.8pp |
| Employer contribution / active EE | $2,238 | $4,214-46.9% | $3,574-37.4% | $4,869-54.0% |
| Participant deferral / active EE | $4,894 | $4,269+14.6% | $3,712+31.9% | $5,287-7.4% |
| Admin fee / account holder | $1,853 | $6,644-72.1% | $5,332-65.2% | $10,132-81.7% |