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 | $132,015 | $86,286+53.0% | $111,297+18.6% | $85,850+53.8% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 6.46% | 19.99%-13.5pp | 54.65%-48.2pp | 318.53%-312.1pp |
| Employer contribution / active EE | $4,796 | $2,043+134.7% | $2,731+75.6% | $2,565+87.0% |
| Participant deferral / active EE | $3,804 | $3,641+4.5% | $4,487-15.2% | $3,952-3.7% |
| Admin fee / account holder | $9,647 | $8,188+17.8% | $7,964+21.1% | $6,260+54.1% |