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 | $137,361 | $149,734-8.3% | $118,925+15.5% | $158,922-13.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 2.80% | 19.95%-17.1pp | 35.88%-33.1pp | 302.83%-300.0pp |
| Employer contribution / active EE | $1,275 | $4,115-69.0% | $3,263-60.9% | $4,761-73.2% |
| Participant deferral / active EE | $7,016 | $5,223+34.3% | $4,265+64.5% | $5,982+17.3% |
| Admin fee / account holder | $683 | $8,603-92.1% | $6,581-89.6% | $11,246-93.9% |