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 | $119,246 | $81,460+46.4% | $103,333+15.4% | $80,856+47.5% |
| Participation rate | 82.8% | 66.8%+15.9pp | 74.5%+8.2pp | 67.6%+15.1pp |
| Annual return | 9.04% | 25.55%-16.5pp | 24.88%-15.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $3,293 | $3,105+6.0% | $3,868-14.9% | $2,755+19.5% |
| Participant deferral / active EE | $3,040 | $3,869-21.4% | $5,057-39.9% | $4,296-29.2% |
| Admin fee / account holder | $8,588 | $6,566+30.8% | $8,355+2.8% | $6,918+24.1% |