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 | $125,352 | $70,475+77.9% | $100,516+24.7% | $79,858+57.0% |
| Participation rate | 87.2% | 73.7%+13.5pp | 79.4%+7.8pp | 69.6%+17.5pp |
| Annual return | 11.18% | 21.90%-10.7pp | 30.89%-19.7pp | 31.71%-20.5pp |
| Employer contribution / active EE | $956 | $2,165-55.8% | $3,418-72.0% | $2,471-61.3% |
| Participant deferral / active EE | $3,577 | $5,181-31.0% | $6,270-42.9% | $3,740-4.4% |
| Admin fee / account holder | $7,754 | $4,478+73.1% | $8,081-4.0% | $5,306+46.1% |