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 | $152,362 | $102,605+48.5% | $145,661+4.6% | $84,808+79.7% |
| Participation rate | 96.4% | 74.3%+22.2pp | 77.2%+19.2pp | 68.3%+28.1pp |
| Annual return | 12.38% | 26.50%-14.1pp | 101.46%-89.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,366 | $3,325+1.2% | $4,238-20.6% | $2,631+27.9% |
| Participant deferral / active EE | $5,619 | $5,750-2.3% | $7,198-21.9% | $4,212+33.4% |
| Admin fee / account holder | $2,878 | $8,758-67.1% | $12,466-76.9% | $7,344-60.8% |