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 | $119,534 | $93,170+28.3% | $100,534+18.9% | $84,808+40.9% |
| Participation rate | 98.6% | 75.8%+22.8pp | 80.6%+18.0pp | 68.3%+30.3pp |
| Annual return | 13.69% | 47.13%-33.4pp | 32.66%-19.0pp | 40.90%-27.2pp |
| Employer contribution / active EE | $4,171 | $3,985+4.7% | $4,346-4.0% | $2,631+58.5% |
| Participant deferral / active EE | $4,559 | $5,699-20.0% | $6,144-25.8% | $4,212+8.3% |
| Admin fee / account holder | $10,501 | $7,382+42.2% | $7,654+37.2% | $7,344+43.0% |