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 | $216,782 | $80,673+168.7% | $101,326+113.9% | $84,808+155.6% |
| Participation rate | 88.0% | 77.8%+10.2pp | 81.5%+6.5pp | 68.3%+19.7pp |
| Annual return | 11.54% | 38.95%-27.4pp | 36.82%-25.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,608 | $2,698-3.3% | $3,665-28.9% | $2,631-0.9% |
| Participant deferral / active EE | $8,004 | $6,840+17.0% | $7,994+0.1% | $4,212+90.1% |
| Admin fee / account holder | $1,313 | $12,784-89.7% | $11,185-88.3% | $7,344-82.1% |