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 | $132,082 | $148,978-11.3% | $200,582-34.2% | $84,808+55.7% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 11.88% | 28.16%-16.3pp | 42.33%-30.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $9,273 | $4,815+92.6% | $6,419+44.5% | $2,631+252.5% |
| Participant deferral / active EE | $6,305 | $7,142-11.7% | $9,331-32.4% | $4,212+49.7% |
| Admin fee / account holder | $1,964 | $13,977-85.9% | $16,305-88.0% | $7,344-73.3% |