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 | $207,858 | $106,749+94.7% | $145,433+42.9% | $82,448+152.1% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 13.61% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,624 | $3,444+5.2% | $4,554-20.4% | $2,551+42.1% |
| Participant deferral / active EE | $5,148 | $6,519-21.0% | $7,897-34.8% | $4,139+24.4% |
| Admin fee / account holder | $6,788 | $8,390-19.1% | $13,129-48.3% | $7,234-6.2% |