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 | $130,254 | $124,281+4.8% | $109,143+19.3% | $167,490-22.2% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 6.11% | 26.04%-19.9pp | 25.75%-19.6pp | 478.56%-472.4pp |
| Employer contribution / active EE | $2,201 | $4,207-47.7% | $3,722-40.9% | $4,837-54.5% |
| Participant deferral / active EE | $5,641 | $5,255+7.3% | $4,653+21.2% | $6,341-11.0% |
| Admin fee / account holder | $9,383 | $7,970+17.7% | $6,752+39.0% | $12,309-23.8% |