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 | $102,656 | $81,460+26.0% | $103,333-0.7% | $80,856+27.0% |
| Participation rate | 87.7% | 66.8%+20.9pp | 74.5%+13.2pp | 67.6%+20.1pp |
| Annual return | 10.39% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $925 | $3,105-70.2% | $3,868-76.1% | $2,755-66.4% |
| Participant deferral / active EE | $7,359 | $3,869+90.2% | $5,057+45.5% | $4,296+71.3% |
| Admin fee / account holder | $11,228 | $6,566+71.0% | $8,355+34.4% | $6,918+62.3% |