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 | $125,068 | $74,927+66.9% | $101,794+22.9% | $84,808+47.5% |
| Participation rate | 94.0% | 61.4%+32.6pp | 69.2%+24.8pp | 68.3%+25.7pp |
| Annual return | 9.02% | 18.70%-9.7pp | 30.53%-21.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,614 | $1,522+6.0% | $2,289-29.5% | $2,631-38.7% |
| Participant deferral / active EE | $9,346 | $3,099+201.6% | $4,084+128.8% | $4,212+121.9% |
| Admin fee / account holder | $22,719 | $6,514+248.8% | $8,777+158.9% | $7,344+209.4% |