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 | $111,045 | $106,749+4.0% | $145,433-23.6% | $82,448+34.7% |
| Participation rate | 95.1% | 75.6%+19.4pp | 82.1%+13.0pp | 68.1%+27.0pp |
| Annual return | 13.06% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $5,794 | $3,444+68.2% | $4,554+27.2% | $2,551+127.1% |
| Participant deferral / active EE | $5,844 | $6,519-10.4% | $7,897-26.0% | $4,139+41.2% |
| Admin fee / account holder | $1,532 | $8,390-81.7% | $13,129-88.3% | $7,234-78.8% |