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 | $118,567 | $93,571+26.7% | $135,903-12.8% | $75,163+57.7% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 14.34% | 30.90%-16.6pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $4,322 | $3,537+22.2% | $4,856-11.0% | $2,670+61.9% |
| Participant deferral / active EE | $8,716 | $6,404+36.1% | $7,758+12.3% | $4,125+111.3% |
| Admin fee / account holder | $8,349 | $6,975+19.7% | $10,762-22.4% | $5,651+47.7% |