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 | $116,208 | $109,881+5.8% | $150,045-22.6% | $84,808+37.0% |
| Participation rate | 81.7% | 76.1%+5.6pp | 82.3%-0.6pp | 68.3%+13.4pp |
| Annual return | 9.41% | 28.25%-18.8pp | 62.55%-53.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $4,104 | $3,561+15.2% | $4,693-12.5% | $2,631+56.0% |
| Participant deferral / active EE | $5,499 | $6,636-17.1% | $7,997-31.2% | $4,212+30.6% |
| Admin fee / account holder | $4,527 | $8,568-47.2% | $13,435-66.3% | $7,344-38.4% |