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 | $124,294 | $80,673+54.1% | $101,326+22.7% | $84,808+46.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 14.50% | 38.95%-24.5pp | 36.82%-22.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,356 | $2,698+24.4% | $3,665-8.4% | $2,631+27.6% |
| Participant deferral / active EE | $8,773 | $6,840+28.3% | $7,994+9.7% | $4,212+108.3% |
| Admin fee / account holder | $18,322 | $12,784+43.3% | $11,185+63.8% | $7,344+149.5% |