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 | $101,472 | $109,881-7.7% | $150,045-32.4% | $84,808+19.6% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 12.60% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,100 | $3,561+15.1% | $4,693-12.6% | $2,631+55.8% |
| Participant deferral / active EE | $8,441 | $6,636+27.2% | $7,997+5.5% | $4,212+100.4% |
| Admin fee / account holder | $7,859 | $8,568-8.3% | $13,435-41.5% | $7,344+7.0% |