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 | $75,442 | $66,402+13.6% | $109,895-31.4% | $85,850-12.1% |
| Participation rate | 83.3% | 63.9%+19.5pp | 74.2%+9.1pp | 69.3%+14.0pp |
| Annual return | 11.14% | 19.59%-8.5pp | 29.45%-18.3pp | 318.53%-307.4pp |
| Employer contribution / active EE | $874 | $1,687-48.2% | $2,842-69.2% | $2,565-65.9% |
| Participant deferral / active EE | $5,477 | $2,842+92.7% | $4,048+35.3% | $3,952+38.6% |
| Admin fee / account holder | $5,374 | $4,557+17.9% | $6,066-11.4% | $6,260-14.1% |