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 | $121,416 | $93,571+29.8% | $135,903-10.7% | $75,163+61.5% |
| Participation rate | 70.5% | 75.2%-4.7pp | 81.9%-11.5pp | 67.2%+3.3pp |
| Annual return | 14.78% | 30.90%-16.1pp | 68.23%-53.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,632 | $3,537+2.7% | $4,856-25.2% | $2,670+36.1% |
| Participant deferral / active EE | $8,326 | $6,404+30.0% | $7,758+7.3% | $4,125+101.8% |
| Admin fee / account holder | $2,782 | $6,975-60.1% | $10,762-74.1% | $5,651-50.8% |