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 | $124,840 | $54,762+128.0% | $90,281+38.3% | $72,985+71.0% |
| Participation rate | 96.2% | 65.1%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 6.77% | 30.63%-23.9pp | 78.10%-71.3pp | 81.00%-74.2pp |
| Employer contribution / active EE | $2,242 | $2,092+7.1% | $2,854-21.5% | $2,440-8.1% |
| Participant deferral / active EE | $6,192 | $2,887+114.5% | $3,885+59.4% | $3,607+71.6% |
| Admin fee / account holder | $2,140 | $3,972-46.1% | $5,351-60.0% | $5,124-58.2% |