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 | $100,185 | $78,705+27.3% | $117,854-15.0% | $70,131+42.9% |
| Participation rate | 84.3% | 73.2%+11.1pp | 79.7%+4.6pp | 69.5%+14.7pp |
| Annual return | 11.66% | 23.30%-11.6pp | 335.08%-323.4pp | 73.14%-61.5pp |
| Employer contribution / active EE | $728 | $2,223-67.3% | $3,786-80.8% | $2,342-68.9% |
| Participant deferral / active EE | $2,977 | $3,297-9.7% | $4,482-33.6% | $3,332-10.7% |
| Admin fee / account holder | $2,196 | $5,065-56.7% | $8,020-72.6% | $4,645-52.7% |