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 | $210,989 | $116,875+80.5% | $331,881-36.4% | $116,875+80.5% |
| Participation rate | 98.7% | 74.5%+24.2pp | 79.6%+19.1pp | 74.5%+24.2pp |
| Annual return | 11.19% | 16.29%-5.1pp | -0.91%+12.1pp | 16.29%-5.1pp |
| Employer contribution / active EE | $1,558 | $3,288-52.6% | $7,480-79.2% | $3,288-52.6% |
| Participant deferral / active EE | $7,863 | $3,885+102.4% | $4,619+70.2% | $3,885+102.4% |
| Admin fee / account holder | $13,979 | $12,263+14.0% | $26,542-47.3% | $12,263+14.0% |