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 | $170,659 | $95,453+78.8% | $112,040+52.3% | $82,448+107.0% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 11.61% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,065 | $2,318-54.0% | $2,954-63.9% | $2,551-58.2% |
| Participant deferral / active EE | $2,511 | $4,224-40.6% | $5,098-50.7% | $4,139-39.3% |
| Admin fee / account holder | $8,990 | $9,013-0.3% | $12,098-25.7% | $7,234+24.3% |