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 | $130,878 | $93,571+39.9% | $135,903-3.7% | $75,163+74.1% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.9%-1.5pp | 67.2%+13.2pp |
| Annual return | 14.75% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,440 | $3,537-2.7% | $4,856-29.2% | $2,670+28.8% |
| Participant deferral / active EE | $8,150 | $6,404+27.3% | $7,758+5.1% | $4,125+97.6% |
| Admin fee / account holder | $47,235 | $6,975+577.2% | $10,762+338.9% | $5,651+735.9% |