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 | $116,267 | $73,787+57.6% | $98,716+17.8% | $82,448+41.0% |
| Participation rate | 87.9% | 61.4%+26.5pp | 69.3%+18.6pp | 68.1%+19.8pp |
| Annual return | 12.47% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,459 | $1,511+62.7% | $2,279+7.9% | $2,551-3.6% |
| Participant deferral / active EE | $5,148 | $3,081+67.1% | $4,048+27.2% | $4,139+24.4% |
| Admin fee / account holder | $1,690 | $6,500-74.0% | $8,703-80.6% | $7,234-76.6% |