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 | $124,639 | $109,881+13.4% | $150,045-16.9% | $84,808+47.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.05% | 28.25%-17.2pp | 62.55%-51.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,951 | $3,561+11.0% | $4,693-15.8% | $2,631+50.2% |
| Participant deferral / active EE | $11,530 | $6,636+73.8% | $7,997+44.2% | $4,212+173.8% |
| Admin fee / account holder | $10,084 | $8,568+17.7% | $13,435-24.9% | $7,344+37.3% |