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 | $124,520 | $83,477+49.2% | $125,175-0.5% | $72,985+70.6% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 12.99% | 25.78%-12.8pp | 43.79%-30.8pp | 81.00%-68.0pp |
| Employer contribution / active EE | $2,611 | $2,345+11.3% | $3,865-32.5% | $2,440+7.0% |
| Participant deferral / active EE | $4,920 | $3,585+37.2% | $4,937-0.3% | $3,607+36.4% |
| Admin fee / account holder | $3,260 | $5,517-40.9% | $9,702-66.4% | $5,124-36.4% |