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 | $103,665 | $54,541+90.1% | $78,778+31.6% | $70,131+47.8% |
| Participation rate | 70.4% | 60.8%+9.6pp | 69.2%+1.2pp | 69.5%+0.9pp |
| Annual return | 11.42% | 21.07%-9.7pp | 35.62%-24.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $917 | $1,089-15.8% | $1,986-53.8% | $2,342-60.9% |
| Participant deferral / active EE | $3,671 | $2,210+66.1% | $2,958+24.1% | $3,332+10.2% |
| Admin fee / account holder | $3,869 | $3,709+4.3% | $5,134-24.6% | $4,645-16.7% |