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 | $105,998 | $72,277+46.7% | $101,248+4.7% | $79,858+32.7% |
| Participation rate | 75.9% | 68.5%+7.4pp | 75.8%+0.1pp | 69.6%+6.2pp |
| Annual return | 4.52% | 22.30%-17.8pp | 46.47%-42.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $9,558 | $2,692+255.1% | $3,660+161.2% | $2,471+286.8% |
| Participant deferral / active EE | $4,492 | $3,282+36.9% | $4,370+2.8% | $3,740+20.1% |
| Admin fee / account holder | $2,239 | $4,400-49.1% | $5,945-62.3% | $5,306-57.8% |