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 | $111,913 | $88,707+26.2% | $74,183+50.9% | $273,961-59.2% |
| Participation rate | 73.9% | 79.4%-5.5pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 2.20% | 11.94%-9.7pp | 17.74%-15.5pp | 41.45%-39.3pp |
| Employer contribution / active EE | $837 | $3,159-73.5% | $2,370-64.7% | $4,869-82.8% |
| Participant deferral / active EE | $2,067 | $4,212-50.9% | $3,550-41.8% | $5,287-60.9% |
| Admin fee / account holder | $9,396 | $8,717+7.8% | $5,586+68.2% | $10,132-7.3% |