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 | $113,787 | $109,413+4.0% | $156,263-27.2% | $84,808+34.2% |
| Participation rate | 82.8% | 72.7%+10.1pp | 78.9%+3.9pp | 68.3%+14.5pp |
| Annual return | 11.59% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,486 | $2,907-14.5% | $4,333-42.6% | $2,631-5.5% |
| Participant deferral / active EE | $5,813 | $4,590+26.7% | $6,158-5.6% | $4,212+38.0% |
| Admin fee / account holder | $14,970 | $9,357+60.0% | $14,255+5.0% | $7,344+103.8% |