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 | $88,379 | $83,477+5.9% | $125,175-29.4% | $72,985+21.1% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.5%+12.3pp |
| Annual return | 16.08% | 25.78%-9.7pp | 43.79%-27.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $2,008 | $2,345-14.4% | $3,865-48.0% | $2,440-17.7% |
| Participant deferral / active EE | $4,220 | $3,585+17.7% | $4,937-14.5% | $3,607+17.0% |
| Admin fee / account holder | $10,044 | $5,517+82.1% | $9,702+3.5% | $5,124+96.0% |