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 | $90,411 | $81,460+11.0% | $103,333-12.5% | $80,856+11.8% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.6%+10.1pp |
| Annual return | 9.85% | 25.55%-15.7pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,312 | $3,105+6.7% | $3,868-14.4% | $2,755+20.2% |
| Participant deferral / active EE | $6,208 | $3,869+60.5% | $5,057+22.7% | $4,296+44.5% |
| Admin fee / account holder | $3,622 | $6,566-44.8% | $8,355-56.7% | $6,918-47.6% |