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 | $150,758 | $86,286+74.7% | $111,297+35.5% | $85,850+75.6% |
| Participation rate | 73.7% | 73.3%+0.4pp | 77.3%-3.6pp | 69.3%+4.4pp |
| Annual return | 8.97% | 19.99%-11.0pp | 54.65%-45.7pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,612 | $2,043+27.8% | $2,731-4.4% | $2,565+1.8% |
| Participant deferral / active EE | $5,557 | $3,641+52.6% | $4,487+23.8% | $3,952+40.6% |
| Admin fee / account holder | $1,068 | $8,188-87.0% | $7,964-86.6% | $6,260-82.9% |