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 | $153,952 | $89,753+71.5% | $107,525+43.2% | $84,808+81.5% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 11.04% | 29.48%-18.4pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,225 | $3,113-28.5% | $3,754-40.7% | $2,631-15.4% |
| Participant deferral / active EE | $3,689 | $4,056-9.0% | $5,116-27.9% | $4,212-12.4% |
| Admin fee / account holder | $770 | $7,222-89.3% | $8,919-91.4% | $7,344-89.5% |