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 | $100,371 | $68,346+46.9% | $94,646+6.0% | $75,163+33.5% |
| Participation rate | 75.9% | 76.1%-0.2pp | 80.8%-4.9pp | 67.2%+8.7pp |
| Annual return | 14.42% | 616.93%-602.5pp | 156.71%-142.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,349 | $2,701-50.0% | $3,672-63.3% | $2,670-49.5% |
| Participant deferral / active EE | $5,478 | $6,537-16.2% | $7,418-26.2% | $4,125+32.8% |
| Admin fee / account holder | $1,457 | $5,326-72.6% | $7,231-79.9% | $5,651-74.2% |