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 | $123,394 | $89,355+38.1% | $141,162-12.6% | $72,985+69.1% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 4.17% | 111.85%-107.7pp | 71.39%-67.2pp | 81.00%-76.8pp |
| Employer contribution / active EE | $3,084 | $3,114-1.0% | $4,735-34.9% | $2,440+26.4% |
| Participant deferral / active EE | $11,627 | $5,418+114.6% | $6,709+73.3% | $3,607+222.3% |
| Admin fee / account holder | $5,041 | $5,958-15.4% | $10,261-50.9% | $5,124-1.6% |