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 | $100,233 | $109,413-8.4% | $156,263-35.9% | $84,808+18.2% |
| Participation rate | 98.5% | 72.7%+25.8pp | 78.9%+19.6pp | 68.3%+30.2pp |
| Annual return | 11.44% | 20.18%-8.7pp | 59.47%-48.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,612 | $2,907+24.3% | $4,333-16.6% | $2,631+37.3% |
| Participant deferral / active EE | $6,585 | $4,590+43.5% | $6,158+6.9% | $4,212+56.4% |
| Admin fee / account holder | $7,734 | $9,357-17.3% | $14,255-45.7% | $7,344+5.3% |