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 | $98,220 | $80,968+21.3% | $96,544+1.7% | $75,163+30.7% |
| Participation rate | 78.5% | 71.8%+6.7pp | 76.0%+2.5pp | 67.2%+11.3pp |
| Annual return | 11.75% | 27.06%-15.3pp | 25.84%-14.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,323 | $2,282+1.8% | $2,965-21.7% | $2,670-13.0% |
| Participant deferral / active EE | $5,256 | $3,928+33.8% | $4,851+8.3% | $4,125+27.4% |
| Admin fee / account holder | $8,120 | $6,724+20.8% | $8,252-1.6% | $5,651+43.7% |