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 | $95,227 | $71,050+34.0% | $93,606+1.7% | $80,856+17.8% |
| Participation rate | 73.6% | 60.4%+13.2pp | 68.7%+4.9pp | 67.6%+5.9pp |
| Annual return | 7.48% | 11.26%-3.8pp | 133.20%-125.7pp | 35.59%-28.1pp |
| Employer contribution / active EE | $1,425 | $1,564-8.9% | $2,420-41.1% | $2,755-48.3% |
| Participant deferral / active EE | $5,169 | $4,034+28.1% | $4,411+17.2% | $4,296+20.3% |
| Admin fee / account holder | $1,850 | $6,945-73.4% | $8,285-77.7% | $6,918-73.3% |