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 | $118,013 | $80,673+46.3% | $101,326+16.5% | $84,808+39.2% |
| Participation rate | 97.1% | 77.8%+19.4pp | 81.5%+15.6pp | 68.3%+28.8pp |
| Annual return | 13.98% | 38.95%-25.0pp | 36.82%-22.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,582 | $6,840+25.5% | $7,994+7.4% | $4,212+103.8% |
| Admin fee / account holder | $12,262 | $12,784-4.1% | $11,185+9.6% | $7,344+67.0% |