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 | $130,536 | $73,933+76.6% | $96,683+35.0% | $75,163+73.7% |
| Participation rate | 98.2% | 66.4%+31.8pp | 74.3%+23.9pp | 67.2%+31.0pp |
| Annual return | 11.74% | 26.70%-15.0pp | 35.69%-24.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,172 | $2,928-25.8% | $3,737-41.9% | $2,670-18.6% |
| Participant deferral / active EE | $6,755 | $3,659+84.6% | $4,878+38.5% | $4,125+63.8% |
| Admin fee / account holder | $4,447 | $5,216-14.7% | $6,730-33.9% | $5,651-21.3% |