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 | $120,697 | $95,803+26.0% | $113,168+6.7% | $84,808+42.3% |
| Participation rate | 92.1% | 72.9%+19.2pp | 76.6%+15.5pp | 68.3%+23.8pp |
| Annual return | 11.76% | 25.00%-13.2pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,682 | $2,360+13.6% | $2,975-9.9% | $2,631+1.9% |
| Participant deferral / active EE | $3,914 | $4,242-7.7% | $5,107-23.4% | $4,212-7.1% |
| Admin fee / account holder | $16,655 | $8,989+85.3% | $12,068+38.0% | $7,344+126.8% |