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 | $154,087 | $95,803+60.8% | $113,168+36.2% | $84,808+81.7% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 8.27% | 25.00%-16.7pp | 24.27%-16.0pp | 40.90%-32.6pp |
| Employer contribution / active EE | $3,826 | $2,360+62.1% | $2,975+28.6% | $2,631+45.4% |
| Participant deferral / active EE | $6,358 | $4,242+49.9% | $5,107+24.5% | $4,212+51.0% |
| Admin fee / account holder | $10,208 | $8,989+13.6% | $12,068-15.4% | $7,344+39.0% |