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 | $114,024 | $95,803+19.0% | $113,168+0.8% | $84,808+34.5% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 8.67% | 25.00%-16.3pp | 24.27%-15.6pp | 40.90%-32.2pp |
| Employer contribution / active EE | $3,062 | $2,360+29.8% | $2,975+2.9% | $2,631+16.4% |
| Participant deferral / active EE | $2,892 | $4,242-31.8% | $5,107-43.4% | $4,212-31.3% |
| Admin fee / account holder | $6,789 | $8,989-24.5% | $12,068-43.7% | $7,344-7.6% |