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 | $110,551 | $60,892+81.6% | $82,389+34.2% | $84,808+30.4% |
| Participation rate | 98.4% | 63.3%+35.1pp | 69.5%+28.9pp | 68.3%+30.1pp |
| Annual return | 11.32% | 37.29%-26.0pp | 28.67%-17.4pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,814 | $1,779+2.0% | $2,517-27.9% | $2,631-31.0% |
| Participant deferral / active EE | $5,043 | $3,179+58.6% | $4,155+21.4% | $4,212+19.7% |
| Admin fee / account holder | $8,638 | $5,467+58.0% | $7,231+19.5% | $7,344+17.6% |