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 | $106,127 | $66,098+60.6% | $101,794+4.3% | $74,304+42.8% |
| Participation rate | 71.0% | 53.8%+17.3pp | 69.2%+1.8pp | 60.3%+10.7pp |
| Annual return | 12.75% | 19.59%-6.8pp | 30.53%-17.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,280 | $1,082+18.3% | $2,289-44.1% | $2,241-42.9% |
| Participant deferral / active EE | $3,432 | $2,781+23.4% | $4,084-16.0% | $3,767-8.9% |
| Admin fee / account holder | $2,756 | $4,146-33.5% | $8,777-68.6% | $2,969-7.2% |