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 | $162,941 | $103,376+57.6% | $87,100+87.1% | $152,861+6.6% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 1.70% | 28.10%-26.4pp | 28.19%-26.5pp | 345.32%-343.6pp |
| Employer contribution / active EE | $957 | $3,220-70.3% | $2,521-62.0% | $4,762-79.9% |
| Participant deferral / active EE | $5,370 | $4,778+12.4% | $4,049+32.6% | $5,850-8.2% |
| Admin fee / account holder | $13,323 | $12,205+9.2% | $7,497+77.7% | $11,596+14.9% |