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 | $120,814 | $95,453+26.6% | $112,040+7.8% | $82,448+46.5% |
| Participation rate | 98.4% | 72.8%+25.7pp | 76.5%+21.9pp | 68.1%+30.4pp |
| Annual return | 11.62% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $2,392 | $2,318+3.2% | $2,954-19.0% | $2,551-6.2% |
| Participant deferral / active EE | $3,867 | $4,224-8.5% | $5,098-24.1% | $4,139-6.6% |
| Admin fee / account holder | $17,688 | $9,013+96.2% | $12,098+46.2% | $7,234+144.5% |