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 | $126,272 | $109,881+14.9% | $150,045-15.8% | $84,808+48.9% |
| Participation rate | 83.6% | 76.1%+7.5pp | 82.3%+1.3pp | 68.3%+15.3pp |
| Annual return | 13.54% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,497 | $3,561-58.0% | $4,693-68.1% | $2,631-43.1% |
| Participant deferral / active EE | $6,058 | $6,636-8.7% | $7,997-24.3% | $4,212+43.8% |
| Admin fee / account holder | $8,057 | $8,568-6.0% | $13,435-40.0% | $7,344+9.7% |