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 | $98,217 | $58,512+67.9% | $84,015+16.9% | $72,985+34.6% |
| Participation rate | 84.6% | 61.2%+23.4pp | 69.0%+15.6pp | 69.5%+15.1pp |
| Annual return | 16.35% | 28.93%-12.6pp | 71.31%-55.0pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,188 | $1,163+2.2% | $1,983-40.1% | $2,440-51.3% |
| Participant deferral / active EE | $2,995 | $2,394+25.1% | $3,239-7.5% | $3,607-17.0% |
| Admin fee / account holder | $1,515 | $4,569-66.8% | $6,101-75.2% | $5,124-70.4% |