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 | $120,286 | $73,933+62.7% | $96,683+24.4% | $75,163+60.0% |
| Participation rate | 77.8% | 66.4%+11.4pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 10.84% | 26.70%-15.9pp | 35.69%-24.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $777 | $2,928-73.5% | $3,737-79.2% | $2,670-70.9% |
| Participant deferral / active EE | $6,719 | $3,659+83.6% | $4,878+37.7% | $4,125+62.9% |
| Admin fee / account holder | $12,441 | $5,216+138.5% | $6,730+84.9% | $5,651+120.2% |