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 | $159,288 | $94,625+68.3% | $116,228+37.0% | $84,808+87.8% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 12.17% | 20.40%-8.2pp | 90.06%-77.9pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,533 | $2,347+7.9% | $2,994-15.4% | $2,631-3.7% |
| Participant deferral / active EE | $4,771 | $3,972+20.1% | $4,953-3.7% | $4,212+13.3% |
| Admin fee / account holder | $15,721 | $10,091+55.8% | $11,989+31.1% | $7,344+114.1% |