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 | $141,054 | $95,803+47.2% | $113,168+24.6% | $84,808+66.3% |
| Participation rate | 84.7% | 72.9%+11.9pp | 76.6%+8.2pp | 68.3%+16.4pp |
| Annual return | 11.82% | 25.00%-13.2pp | 24.27%-12.4pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,267 | $2,360-3.9% | $2,975-23.8% | $2,631-13.8% |
| Participant deferral / active EE | $4,922 | $4,242+16.0% | $5,107-3.6% | $4,212+16.9% |
| Admin fee / account holder | $9,962 | $8,989+10.8% | $12,068-17.4% | $7,344+35.7% |