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 | $113,295 | $78,672+44.0% | $109,143+3.8% | $85,850+32.0% |
| Participation rate | 81.5% | 68.3%+13.2pp | 75.9%+5.6pp | 69.3%+12.2pp |
| Annual return | 8.87% | 25.09%-16.2pp | 25.75%-16.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $657 | $2,735-76.0% | $3,722-82.4% | $2,565-74.4% |
| Participant deferral / active EE | $3,066 | $3,467-11.6% | $4,653-34.1% | $3,952-22.4% |
| Admin fee / account holder | $9,585 | $5,469+75.3% | $6,752+42.0% | $6,260+53.1% |