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 | $105,924 | $101,724+4.1% | $164,813-35.7% | $80,856+31.0% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.6%+5.7pp |
| Annual return | 10.47% | 16.72%-6.2pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $973 | $2,953-67.1% | $4,341-77.6% | $2,755-64.7% |
| Participant deferral / active EE | $5,549 | $4,477+23.9% | $6,031-8.0% | $4,296+29.2% |
| Admin fee / account holder | $50,487 | $8,227+513.7% | $12,690+297.9% | $6,918+629.8% |