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 | $115,353 | $73,933+56.0% | $96,683+19.3% | $75,163+53.5% |
| Participation rate | 97.8% | 66.4%+31.4pp | 74.3%+23.5pp | 67.2%+30.6pp |
| Annual return | 11.64% | 26.70%-15.1pp | 35.69%-24.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $4,083 | $2,928+39.5% | $3,737+9.3% | $2,670+52.9% |
| Participant deferral / active EE | $3,301 | $3,659-9.8% | $4,878-32.3% | $4,125-20.0% |
| Admin fee / account holder | $8,043 | $5,216+54.2% | $6,730+19.5% | $5,651+42.3% |