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 | $120,217 | $89,753+33.9% | $107,525+11.8% | $84,808+41.8% |
| Participation rate | 80.5% | 68.1%+12.5pp | 75.1%+5.4pp | 68.3%+12.2pp |
| Annual return | 12.60% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,168 | $3,113+1.7% | $3,754-15.6% | $2,631+20.4% |
| Participant deferral / active EE | $3,696 | $4,056-8.9% | $5,116-27.7% | $4,212-12.2% |
| Admin fee / account holder | $15,526 | $7,222+115.0% | $8,919+74.1% | $7,344+111.4% |