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 | $119,505 | $109,881+8.8% | $150,045-20.4% | $84,808+40.9% |
| Participation rate | 85.0% | 76.1%+8.9pp | 82.3%+2.7pp | 68.3%+16.7pp |
| Annual return | 12.21% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $6,806 | $3,561+91.1% | $4,693+45.0% | $2,631+158.7% |
| Participant deferral / active EE | $4,362 | $6,636-34.3% | $7,997-45.5% | $4,212+3.6% |
| Admin fee / account holder | $1,752 | $8,568-79.6% | $13,435-87.0% | $7,344-76.1% |