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 | $128,046 | $94,625+35.3% | $116,228+10.2% | $84,808+51.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 11.55% | 20.40%-8.9pp | 90.06%-78.5pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,451 | $2,347+4.5% | $2,994-18.1% | $2,631-6.8% |
| Participant deferral / active EE | $4,146 | $3,972+4.4% | $4,953-16.3% | $4,212-1.6% |
| Admin fee / account holder | $3,207 | $10,091-68.2% | $11,989-73.2% | $7,344-56.3% |