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 | $104,293 | $51,175+103.8% | $70,515+47.9% | $75,163+38.8% |
| Participation rate | 74.2% | 60.9%+13.3pp | 68.3%+5.8pp | 67.2%+7.0pp |
| Annual return | 11.13% | 30.02%-18.9pp | 32.77%-21.6pp | 160.62%-149.5pp |
| Employer contribution / active EE | $616 | $1,826-66.3% | $2,973-79.3% | $2,670-76.9% |
| Participant deferral / active EE | $5,415 | $2,849+90.0% | $4,567+18.6% | $4,125+31.3% |
| Admin fee / account holder | $2,387 | $4,091-41.7% | $6,412-62.8% | $5,651-57.8% |