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 | $135,379 | $102,605+31.9% | $145,661-7.1% | $84,808+59.6% |
| Participation rate | 83.8% | 74.3%+9.5pp | 77.2%+6.6pp | 68.3%+15.5pp |
| Annual return | 11.21% | 26.50%-15.3pp | 101.46%-90.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $3,038 | $3,325-8.6% | $4,238-28.3% | $2,631+15.5% |
| Participant deferral / active EE | $6,973 | $5,750+21.3% | $7,198-3.1% | $4,212+65.6% |
| Admin fee / account holder | $16,303 | $8,758+86.2% | $12,466+30.8% | $7,344+122.0% |