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 6-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 | $143,210 | $109,413+30.9% | $156,263-8.4% | $84,808+68.9% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 11.38% | 20.18%-8.8pp | 59.47%-48.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,812 | $2,907+31.1% | $4,333-12.0% | $2,631+44.9% |
| Participant deferral / active EE | $8,521 | $4,590+85.6% | $6,158+38.4% | $4,212+102.3% |
| Admin fee / account holder | $26,824 | $9,357+186.7% | $14,255+88.2% | $7,344+265.3% |