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 | $132,499 | $60,892+117.6% | $82,389+60.8% | $84,808+56.2% |
| Participation rate | 93.2% | 63.3%+30.0pp | 69.5%+23.7pp | 68.3%+24.9pp |
| Annual return | 5.17% | 37.29%-32.1pp | 28.67%-23.5pp | 40.90%-35.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,660 | $3,179+78.1% | $4,155+36.2% | $4,212+34.4% |
| Admin fee / account holder | $5,313 | $5,467-2.8% | $7,231-26.5% | $7,344-27.7% |