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 | $101,785 | $74,927+35.8% | $101,7940% | $84,808+20.0% |
| Participation rate | 70.2% | 61.4%+8.8pp | 69.2%+1.0pp | 68.3%+1.9pp |
| Annual return | 11.86% | 18.70%-6.8pp | 30.53%-18.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,532 | $1,522+132.1% | $2,289+54.3% | $2,631+34.2% |
| Participant deferral / active EE | $3,264 | $3,099+5.3% | $4,084-20.1% | $4,212-22.5% |
| Admin fee / account holder | $14,347 | $6,514+120.3% | $8,777+63.5% | $7,344+95.4% |