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 | $102,058 | $74,927+36.2% | $101,794+0.3% | $84,808+20.3% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.2%+22.0pp | 68.3%+22.9pp |
| Annual return | 11.07% | 18.70%-7.6pp | 30.53%-19.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,818 | $1,522+19.5% | $2,289-20.6% | $2,631-30.9% |
| Participant deferral / active EE | $6,551 | $3,099+111.4% | $4,084+60.4% | $4,212+55.5% |
| Admin fee / account holder | $2,066 | $6,514-68.3% | $8,777-76.5% | $7,344-71.9% |