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 | $122,937 | $109,881+11.9% | $150,045-18.1% | $84,808+45.0% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 13.65% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,172 | $3,561-39.0% | $4,693-53.7% | $2,631-17.4% |
| Participant deferral / active EE | $6,678 | $6,636+0.6% | $7,997-16.5% | $4,212+58.6% |
| Admin fee / account holder | $7,719 | $8,568-9.9% | $13,435-42.5% | $7,344+5.1% |