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 | $112,177 | $109,359+2.6% | $162,163-30.8% | $72,985+53.7% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.6%+9.5pp | 69.5%+27.6pp |
| Annual return | 16.10% | 25.46%-9.4pp | 115.59%-99.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $4,257 | $3,907+9.0% | $5,614-24.2% | $2,440+74.5% |
| Participant deferral / active EE | $5,988 | $5,481+9.3% | $7,298-17.9% | $3,607+66.0% |
| Admin fee / account holder | $7,329 | $7,972-8.1% | $10,843-32.4% | $5,124+43.0% |