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 | $102,701 | $76,552+34.2% | $123,892-17.1% | $62,891+63.3% |
| Participation rate | 89.1% | 73.0%+16.1pp | 81.4%+7.7pp | 69.3%+19.8pp |
| Annual return | 5.31% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,940 | $2,883+2.0% | $4,617-36.3% | $2,281+28.9% |
| Participant deferral / active EE | $7,821 | $4,840+61.6% | $5,984+30.7% | $3,203+144.2% |
| Admin fee / account holder | $4,595 | $4,826-4.8% | $8,357-45.0% | $4,296+7.0% |