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 | $106,331 | $78,422+35.6% | $95,952+10.8% | $79,858+33.2% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 9.93% | 19.37%-9.4pp | 91.61%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $950 | $1,945-51.2% | $2,541-62.6% | $2,471-61.6% |
| Participant deferral / active EE | $1,871 | $3,440-45.6% | $4,167-55.1% | $3,740-50.0% |
| Admin fee / account holder | $3,203 | $5,622-43.0% | $6,795-52.9% | $5,306-39.6% |