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 | $158,252 | $87,841+80.2% | $133,980+18.1% | $62,891+151.6% |
| Participation rate | 76.6% | 83.4%-6.8pp | 87.1%-10.5pp | 69.3%+7.3pp |
| Annual return | 5.13% | 12.05%-6.9pp | 29.30%-24.2pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,356 | $3,483-3.6% | $5,211-35.6% | $2,281+47.1% |
| Participant deferral / active EE | $7,654 | $4,812+59.1% | $6,282+21.8% | $3,203+139.0% |
| Admin fee / account holder | $3,604 | $5,371-32.9% | $9,324-61.3% | $4,296-16.1% |