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 | $102,633 | $67,606+51.8% | $82,313+24.7% | $70,131+46.3% |
| Participation rate | 76.1% | 72.8%+3.3pp | 76.9%-0.8pp | 69.5%+6.5pp |
| Annual return | 10.68% | 21.57%-10.9pp | 25.88%-15.2pp | 73.14%-62.5pp |
| Employer contribution / active EE | $852 | $1,755-51.4% | $2,428-64.9% | $2,342-63.6% |
| Participant deferral / active EE | $4,014 | $2,987+34.4% | $3,706+8.3% | $3,332+20.5% |
| Admin fee / account holder | $5,123 | $4,512+13.5% | $5,608-8.6% | $4,645+10.3% |