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 | $131,857 | $74,927+76.0% | $101,794+29.5% | $84,808+55.5% |
| Participation rate | 75.9% | 61.4%+14.5pp | 69.2%+6.7pp | 68.3%+7.6pp |
| Annual return | 11.01% | 18.70%-7.7pp | 30.53%-19.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $909 | $1,522-40.3% | $2,289-60.3% | $2,631-65.5% |
| Participant deferral / active EE | $6,933 | $3,099+123.7% | $4,084+69.8% | $4,212+64.6% |
| Admin fee / account holder | $5,936 | $6,514-8.9% | $8,777-32.4% | $7,344-19.2% |