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 | $116,972 | $95,803+22.1% | $113,168+3.4% | $84,808+37.9% |
| Participation rate | 94.3% | 72.9%+21.4pp | 76.6%+17.7pp | 68.3%+26.0pp |
| Annual return | 12.11% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $5,835 | $2,360+147.2% | $2,975+96.1% | $2,631+121.8% |
| Participant deferral / active EE | $6,555 | $4,242+54.5% | $5,107+28.4% | $4,212+55.6% |
| Admin fee / account holder | $8,459 | $8,989-5.9% | $12,068-29.9% | $7,344+15.2% |