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 | $108,408 | $91,190+18.9% | $178,490-39.3% | $79,858+35.8% |
| Participation rate | 91.8% | 69.2%+22.6pp | 81.9%+9.9pp | 69.6%+22.2pp |
| Annual return | 5.70% | 24.19%-18.5pp | 151.07%-145.4pp | 31.71%-26.0pp |
| Employer contribution / active EE | $3,985 | $3,256+22.4% | $5,011-20.5% | $2,471+61.3% |
| Participant deferral / active EE | $3,680 | $3,236+13.7% | $5,202-29.3% | $3,740-1.6% |
| Admin fee / account holder | $6,537 | $6,751-3.2% | $13,984-53.3% | $5,306+23.2% |