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 | $108,619 | $65,041+67.0% | $90,951+19.4% | $79,858+36.0% |
| Participation rate | 77.8% | 61.6%+16.2pp | 69.0%+8.8pp | 69.6%+8.1pp |
| Annual return | 8.01% | 30.45%-22.4pp | 134.60%-126.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,066 | $1,247-14.5% | $2,122-49.8% | $2,471-56.8% |
| Participant deferral / active EE | $2,618 | $2,512+4.2% | $3,373-22.4% | $3,740-30.0% |
| Admin fee / account holder | $7,285 | $4,536+60.6% | $5,959+22.3% | $5,306+37.3% |