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 | $128,010 | $81,446+57.2% | $103,374+23.8% | $80,874+58.3% |
| Participation rate | 88.0% | 66.9%+21.1pp | 74.5%+13.5pp | 67.6%+20.4pp |
| Annual return | 9.60% | 25.57%-16.0pp | 24.89%-15.3pp | 35.62%-26.0pp |
| Employer contribution / active EE | $8,225 | $3,107+164.7% | $3,869+112.6% | $2,756+198.5% |
| Participant deferral / active EE | $4,886 | $3,870+26.2% | $5,058-3.4% | $4,297+13.7% |
| Admin fee / account holder | $7,737 | $6,715+15.2% | $8,394-7.8% | $6,935+11.6% |