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 | $106,110 | $45,073+135.4% | $69,455+52.8% | $72,985+45.4% |
| Participation rate | 73.9% | 68.5%+5.4pp | 74.6%-0.7pp | 69.5%+4.4pp |
| Annual return | 4.71% | 22.65%-17.9pp | 28.97%-24.3pp | 81.00%-76.3pp |
| Employer contribution / active EE | $2,112 | $2,054+2.8% | $2,779-24.0% | $2,440-13.4% |
| Participant deferral / active EE | $4,720 | $2,602+81.4% | $3,535+33.5% | $3,607+30.8% |
| Admin fee / account holder | $7,747 | $3,056+153.5% | $3,839+101.8% | $5,124+51.2% |