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 | $159,484 | $65,365+144.0% | $92,893+71.7% | $72,985+118.5% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 3.08% | 42.10%-39.0pp | 109.41%-106.3pp | 81.00%-77.9pp |
| Employer contribution / active EE | $2,493 | $2,594-3.9% | $3,653-31.7% | $2,440+2.2% |
| Participant deferral / active EE | $7,887 | $3,128+152.1% | $4,236+86.2% | $3,607+118.6% |
| Admin fee / account holder | $7,693 | $4,251+80.9% | $5,794+32.8% | $5,124+50.1% |