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 | $105,237 | $80,968+30.0% | $96,544+9.0% | $75,163+40.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.64% | 27.06%-14.4pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,928 | $2,282-15.5% | $2,965-35.0% | $2,670-27.8% |
| Participant deferral / active EE | $6,643 | $3,928+69.1% | $4,851+36.9% | $4,125+61.0% |
| Admin fee / account holder | $4,191 | $6,724-37.7% | $8,252-49.2% | $5,651-25.8% |