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 | $112,987 | $101,724+11.1% | $164,813-31.4% | $80,856+39.7% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 10.02% | 16.72%-6.7pp | 69.93%-59.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,226 | $2,953-24.6% | $4,341-48.7% | $2,755-19.2% |
| Participant deferral / active EE | $4,562 | $4,477+1.9% | $6,031-24.4% | $4,296+6.2% |
| Admin fee / account holder | $18,511 | $8,227+125.0% | $12,690+45.9% | $6,918+167.6% |