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 | $145,971 | $109,413+33.4% | $156,263-6.6% | $84,808+72.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.04% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,917 | $2,907-34.1% | $4,333-55.8% | $2,631-27.1% |
| Participant deferral / active EE | $8,905 | $4,590+94.0% | $6,158+44.6% | $4,212+111.4% |
| Admin fee / account holder | $12,347 | $9,357+32.0% | $14,255-13.4% | $7,344+68.1% |