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 | $140,311 | $95,803+46.5% | $113,168+24.0% | $84,808+65.4% |
| Participation rate | 91.4% | 72.9%+18.5pp | 76.6%+14.8pp | 68.3%+23.1pp |
| Annual return | 10.73% | 25.00%-14.3pp | 24.27%-13.5pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,471 | $2,360+4.7% | $2,975-17.0% | $2,631-6.1% |
| Participant deferral / active EE | $5,999 | $4,242+41.4% | $5,107+17.5% | $4,212+42.4% |
| Admin fee / account holder | $3,125 | $8,989-65.2% | $12,068-74.1% | $7,344-57.4% |