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 | $123,603 | $109,413+13.0% | $156,263-20.9% | $84,808+45.7% |
| Participation rate | 91.4% | 72.7%+18.7pp | 78.9%+12.5pp | 68.3%+23.1pp |
| Annual return | 12.18% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $4,323 | $2,907+48.7% | $4,333-0.2% | $2,631+64.3% |
| Participant deferral / active EE | $13,475 | $4,590+193.6% | $6,158+118.8% | $4,212+220.0% |
| Admin fee / account holder | $18,352 | $9,357+96.1% | $14,255+28.7% | $7,344+149.9% |