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 | $79,413 | $39,122+103.0% | $57,179+38.9% | $62,891+26.3% |
| Participation rate | 97.9% | 70.5%+27.4pp | 75.3%+22.5pp | 69.3%+28.6pp |
| Annual return | -2.75% | 9.23%-12.0pp | 14.59%-17.3pp | 20.14%-22.9pp |
| Employer contribution / active EE | $2,208 | $1,874+17.8% | $2,682-17.7% | $2,281-3.2% |
| Participant deferral / active EE | $5,528 | $2,374+132.9% | $3,096+78.6% | $3,203+72.6% |
| Admin fee / account holder | $479 | $2,592-81.5% | $3,139-84.8% | $4,296-88.9% |