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 | $94,919 | $54,541+74.0% | $78,778+20.5% | $70,131+35.3% |
| Participation rate | 94.7% | 60.8%+33.9pp | 69.2%+25.5pp | 69.5%+25.2pp |
| Annual return | 11.31% | 21.07%-9.8pp | 35.62%-24.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,262 | $1,089+15.9% | $1,986-36.5% | $2,342-46.1% |
| Participant deferral / active EE | $6,308 | $2,210+185.4% | $2,958+113.2% | $3,332+89.3% |
| Admin fee / account holder | $6,520 | $3,709+75.8% | $5,134+27.0% | $4,645+40.4% |