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 | $119,715 | $98,750+21.2% | $149,696-20.0% | $79,858+49.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 7.16% | 27.43%-20.3pp | 276.60%-269.4pp | 31.71%-24.6pp |
| Employer contribution / active EE | $6,529 | $3,216+103.0% | $4,644+40.6% | $2,471+164.3% |
| Participant deferral / active EE | $4,348 | $5,680-23.5% | $6,842-36.4% | $3,740+16.3% |
| Admin fee / account holder | $6,518 | $6,053+7.7% | $9,309-30.0% | $5,306+22.8% |