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 | $137,267 | $125,758+9.2% | $169,993-19.3% | $75,163+82.6% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.0%+7.7pp | 67.2%+27.5pp |
| Annual return | 7.11% | 27.20%-20.1pp | 53.37%-46.3pp | 160.62%-153.5pp |
| Employer contribution / active EE | $3,495 | $4,615-24.3% | $6,785-48.5% | $2,670+30.9% |
| Participant deferral / active EE | $5,637 | $6,837-17.6% | $10,408-45.8% | $4,125+36.6% |
| Admin fee / account holder | $12,057 | $8,173+47.5% | $12,815-5.9% | $5,651+113.4% |