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 | $123,297 | $137,414-10.3% | $189,513-34.9% | $85,850+43.6% |
| Participation rate | 82.0% | 84.6%-2.6pp | 87.8%-5.8pp | 69.3%+12.7pp |
| Annual return | 11.49% | 38.14%-26.7pp | 555.15%-543.7pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,961 | $4,344-31.8% | $6,162-51.9% | $2,565+15.4% |
| Participant deferral / active EE | $6,416 | $6,260+2.5% | $8,221-22.0% | $3,952+62.4% |
| Admin fee / account holder | $9,121 | $8,630+5.7% | $12,045-24.3% | $6,260+45.7% |