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 | $113,080 | $95,803+18.0% | $113,168-0.1% | $84,808+33.3% |
| Participation rate | 85.2% | 72.9%+12.4pp | 76.6%+8.7pp | 68.3%+16.9pp |
| Annual return | 12.27% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,668 | $2,360+13.0% | $2,975-10.3% | $2,631+1.4% |
| Participant deferral / active EE | $4,251 | $4,242+0.2% | $5,107-16.8% | $4,212+0.9% |
| Admin fee / account holder | $11,038 | $8,989+22.8% | $12,068-8.5% | $7,344+50.3% |