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 | $120,666 | $101,724+18.6% | $164,813-26.8% | $80,856+49.2% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.6%+21.3pp |
| Annual return | 10.40% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,642 | $2,953-10.5% | $4,341-39.1% | $2,755-4.1% |
| Participant deferral / active EE | $6,222 | $4,477+39.0% | $6,031+3.2% | $4,296+44.9% |
| Admin fee / account holder | $13,205 | $8,227+60.5% | $12,690+4.1% | $6,918+90.9% |