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 | $122,862 | $54,705+124.6% | $71,209+72.5% | $84,808+44.9% |
| Participation rate | 70.3% | 64.1%+6.2pp | 73.8%-3.5pp | 68.3%+2.0pp |
| Annual return | 13.37% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,278 | $2,158+5.6% | $2,721-16.3% | $2,631-13.4% |
| Participant deferral / active EE | $6,325 | $3,030+108.7% | $4,175+51.5% | $4,212+50.2% |
| Admin fee / account holder | $5,237 | $4,863+7.7% | $5,349-2.1% | $7,344-28.7% |