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 | $142,221 | $109,359+30.1% | $162,163-12.3% | $72,985+94.9% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 3.39% | 25.46%-22.1pp | 115.59%-112.2pp | 81.00%-77.6pp |
| Employer contribution / active EE | $6,973 | $3,907+78.5% | $5,614+24.2% | $2,440+185.8% |
| Participant deferral / active EE | $3,432 | $5,481-37.4% | $7,298-53.0% | $3,607-4.9% |
| Admin fee / account holder | $4,496 | $7,972-43.6% | $10,843-58.5% | $5,124-12.3% |