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 | $111,378 | $108,825+2.3% | $156,181-28.7% | $82,448+35.1% |
| Participation rate | 91.8% | 72.4%+19.5pp | 78.8%+13.0pp | 68.1%+23.8pp |
| Annual return | 6.81% | 20.59%-13.8pp | 64.87%-58.1pp | 41.64%-34.8pp |
| Employer contribution / active EE | $2,850 | $2,870-0.7% | $4,294-33.6% | $2,551+11.7% |
| Participant deferral / active EE | $5,680 | $4,577+24.1% | $6,132-7.4% | $4,139+37.2% |
| Admin fee / account holder | $3,617 | $9,341-61.3% | $14,586-75.2% | $7,234-50.0% |