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 | $134,951 | $109,881+22.8% | $150,045-10.1% | $84,808+59.1% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 11.13% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $3,008 | $3,561-15.5% | $4,693-35.9% | $2,631+14.3% |
| Participant deferral / active EE | $6,745 | $6,636+1.6% | $7,997-15.7% | $4,212+60.1% |
| Admin fee / account holder | $14,327 | $8,568+67.2% | $13,435+6.6% | $7,344+95.1% |