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 | $120,253 | $70,475+70.6% | $100,516+19.6% | $79,858+50.6% |
| Participation rate | 96.6% | 73.7%+22.9pp | 79.4%+17.2pp | 69.6%+26.9pp |
| Annual return | 11.84% | 21.90%-10.1pp | 30.89%-19.1pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,910 | $2,165+34.4% | $3,418-14.8% | $2,471+17.8% |
| Participant deferral / active EE | $5,002 | $5,181-3.4% | $6,270-20.2% | $3,740+33.8% |
| Admin fee / account holder | $4,308 | $4,478-3.8% | $8,081-46.7% | $5,306-18.8% |