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 | $100,745 | $80,968+24.4% | $96,544+4.4% | $75,163+34.0% |
| Participation rate | 80.6% | 71.8%+8.8pp | 76.0%+4.6pp | 67.2%+13.4pp |
| Annual return | 11.09% | 27.06%-16.0pp | 25.84%-14.8pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,126 | $2,282-6.8% | $2,965-28.3% | $2,670-20.4% |
| Participant deferral / active EE | $4,204 | $3,928+7.0% | $4,851-13.3% | $4,125+1.9% |
| Admin fee / account holder | $1,574 | $6,724-76.6% | $8,252-80.9% | $5,651-72.2% |