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 | $122,680 | $95,453+28.5% | $112,040+9.5% | $82,448+48.8% |
| Participation rate | 92.7% | 72.8%+20.0pp | 76.5%+16.2pp | 68.1%+24.7pp |
| Annual return | 11.04% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,564 | $2,318-32.5% | $2,954-47.0% | $2,551-38.7% |
| Participant deferral / active EE | $6,315 | $4,224+49.5% | $5,098+23.9% | $4,139+52.6% |
| Admin fee / account holder | $19,789 | $9,013+119.5% | $12,098+63.6% | $7,234+173.5% |