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 | $120,944 | $105,859+14.3% | $90,160+34.1% | $147,584-18.1% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 9.96% | 37.63%-27.7pp | 34.88%-24.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $5,285 | $4,126+28.1% | $3,318+59.3% | $4,876+8.4% |
| Participant deferral / active EE | $9,857 | $5,733+71.9% | $5,288+86.4% | $5,439+81.2% |
| Admin fee / account holder | $1,485 | $8,046-81.5% | $5,943-75.0% | $10,885-86.4% |