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 | $121,007 | $72,492+66.9% | $87,100+38.9% | $72,985+65.8% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.4pp | 69.5%+21.7pp |
| Annual return | 7.11% | 24.46%-17.4pp | 28.19%-21.1pp | 81.00%-73.9pp |
| Employer contribution / active EE | $3,456 | $1,894+82.5% | $2,521+37.1% | $2,440+41.6% |
| Participant deferral / active EE | $5,388 | $3,270+64.8% | $4,049+33.1% | $3,607+49.4% |
| Admin fee / account holder | $2,667 | $5,055-47.2% | $7,497-64.4% | $5,124-48.0% |