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 | $111,063 | $76,367+45.4% | $93,606+18.7% | $72,985+52.2% |
| Participation rate | 77.4% | 71.7%+5.7pp | 75.8%+1.6pp | 69.5%+7.9pp |
| Annual return | 13.96% | 25.82%-11.9pp | 32.76%-18.8pp | 81.00%-67.0pp |
| Employer contribution / active EE | $689 | $2,275-69.7% | $2,718-74.7% | $2,440-71.8% |
| Participant deferral / active EE | $2,349 | $3,538-33.6% | $4,069-42.3% | $3,607-34.9% |
| Admin fee / account holder | $5,463 | $6,838-20.1% | $7,888-30.7% | $5,124+6.6% |