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 | $91,837 | $80,673+13.8% | $101,326-9.4% | $84,808+8.3% |
| Participation rate | 95.1% | 77.8%+17.3pp | 81.5%+13.6pp | 68.3%+26.8pp |
| Annual return | 12.61% | 38.95%-26.3pp | 36.82%-24.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,685 | $2,698+36.6% | $3,665+0.5% | $2,631+40.0% |
| Participant deferral / active EE | $8,545 | $6,840+24.9% | $7,994+6.9% | $4,212+102.9% |
| Admin fee / account holder | $7,943 | $12,784-37.9% | $11,185-29.0% | $7,344+8.2% |