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 | $177,476 | $109,413+62.2% | $156,263+13.6% | $84,808+109.3% |
| Participation rate | 91.3% | 72.7%+18.6pp | 78.9%+12.4pp | 68.3%+23.0pp |
| Annual return | 12.08% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $843 | $2,907-71.0% | $4,333-80.5% | $2,631-68.0% |
| Participant deferral / active EE | $4,613 | $4,590+0.5% | $6,158-25.1% | $4,212+9.5% |
| Admin fee / account holder | $8,111 | $9,357-13.3% | $14,255-43.1% | $7,344+10.4% |