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 | $147,013 | $95,803+53.5% | $113,168+29.9% | $84,808+73.3% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 11.37% | 25.00%-13.6pp | 24.27%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $868 | $2,360-63.2% | $2,975-70.8% | $2,631-67.0% |
| Participant deferral / active EE | $3,741 | $4,242-11.8% | $5,107-26.7% | $4,212-11.2% |
| Admin fee / account holder | $13,307 | $8,989+48.0% | $12,068+10.3% | $7,344+81.2% |