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 | $135,411 | $99,985+35.4% | $146,665-7.7% | $85,850+57.7% |
| Participation rate | 76.0% | 73.1%+2.9pp | 80.1%-4.1pp | 69.3%+6.7pp |
| Annual return | 9.76% | 18.93%-9.2pp | 22.74%-13.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $2,661 | $2,559+4.0% | $4,136-35.7% | $2,565+3.7% |
| Participant deferral / active EE | $3,791 | $4,006-5.4% | $5,506-31.2% | $3,952-4.1% |
| Admin fee / account holder | $4,756 | $7,702-38.3% | $10,280-53.7% | $6,260-24.0% |