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 | $137,912 | $95,803+44.0% | $113,168+21.9% | $84,808+62.6% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 10.39% | 25.00%-14.6pp | 24.27%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $964 | $2,360-59.1% | $2,975-67.6% | $2,631-63.4% |
| Participant deferral / active EE | $3,846 | $4,242-9.3% | $5,107-24.7% | $4,212-8.7% |
| Admin fee / account holder | $21,865 | $8,989+143.2% | $12,068+81.2% | $7,344+197.7% |