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 | $113,380 | $138,347-18.0% | $184,203-38.4% | $80,856+40.2% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | 8.56% | 20.02%-11.5pp | 28.81%-20.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $11,146 | $4,850+129.8% | $6,427+73.4% | $2,755+304.6% |
| Participant deferral / active EE | $5,479 | $7,071-22.5% | $9,131-40.0% | $4,296+27.5% |
| Admin fee / account holder | $739 | $10,483-93.0% | $13,901-94.7% | $6,918-89.3% |