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 | $111,745 | $65,365+71.0% | $92,893+20.3% | $72,985+53.1% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 6.36% | 42.10%-35.7pp | 109.41%-103.1pp | 81.00%-74.6pp |
| Employer contribution / active EE | $882 | $2,594-66.0% | $3,653-75.9% | $2,440-63.9% |
| Participant deferral / active EE | $4,705 | $3,128+50.4% | $4,236+11.1% | $3,607+30.4% |
| Admin fee / account holder | $2,167 | $4,251-49.0% | $5,794-62.6% | $5,124-57.7% |