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 | $111,325 | $78,422+42.0% | $95,952+16.0% | $79,858+39.4% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.6pp | 69.6%+1.8pp |
| Annual return | 3.54% | 19.37%-15.8pp | 91.61%-88.1pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,722 | $1,945-11.5% | $2,541-32.2% | $2,471-30.3% |
| Participant deferral / active EE | $2,542 | $3,440-26.1% | $4,167-39.0% | $3,740-32.0% |
| Admin fee / account holder | $935 | $5,622-83.4% | $6,795-86.2% | $5,306-82.4% |