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 | $87,681 | $60,349+45.3% | $74,183+18.2% | $62,891+39.4% |
| Participation rate | 77.8% | 72.7%+5.1pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 4.02% | 21.37%-17.4pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,517 | $1,680-9.7% | $2,370-36.0% | $2,281-33.5% |
| Participant deferral / active EE | $2,663 | $2,856-6.8% | $3,550-25.0% | $3,203-16.9% |
| Admin fee / account holder | $1,619 | $4,261-62.0% | $5,586-71.0% | $4,296-62.3% |