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 | $109,444 | $109,881-0.4% | $150,045-27.1% | $84,808+29.0% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 11.82% | 28.25%-16.4pp | 62.55%-50.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,832 | $3,561-48.6% | $4,693-61.0% | $2,631-30.4% |
| Participant deferral / active EE | $9,086 | $6,636+36.9% | $7,997+13.6% | $4,212+115.7% |
| Admin fee / account holder | $8,898 | $8,568+3.8% | $13,435-33.8% | $7,344+21.2% |