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 | $107,524 | $109,413-1.7% | $156,263-31.2% | $84,808+26.8% |
| Participation rate | 94.3% | 72.7%+21.6pp | 78.9%+15.4pp | 68.3%+26.0pp |
| Annual return | 8.62% | 20.18%-11.6pp | 59.47%-50.9pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,827 | $2,907-2.8% | $4,333-34.8% | $2,631+7.4% |
| Participant deferral / active EE | $5,044 | $4,590+9.9% | $6,158-18.1% | $4,212+19.8% |
| Admin fee / account holder | $4,975 | $9,357-46.8% | $14,255-65.1% | $7,344-32.3% |