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 | $111,462 | $125,758-11.4% | $169,993-34.4% | $75,163+48.3% |
| Participation rate | 89.7% | 83.6%+6.1pp | 87.0%+2.7pp | 67.2%+22.5pp |
| Annual return | 10.14% | 27.20%-17.1pp | 53.37%-43.2pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,323 | $4,615-49.7% | $6,785-65.8% | $2,670-13.0% |
| Participant deferral / active EE | $4,628 | $6,837-32.3% | $10,408-55.5% | $4,125+12.2% |
| Admin fee / account holder | $7,201 | $8,173-11.9% | $12,815-43.8% | $5,651+27.4% |