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 | $104,610 | $148,978-29.8% | $200,582-47.8% | $84,808+23.3% |
| Participation rate | 97.8% | 84.2%+13.5pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 6.49% | 28.16%-21.7pp | 42.33%-35.8pp | 40.90%-34.4pp |
| Employer contribution / active EE | $3,765 | $4,815-21.8% | $6,419-41.3% | $2,631+43.1% |
| Participant deferral / active EE | $4,588 | $7,142-35.8% | $9,331-50.8% | $4,212+8.9% |
| Admin fee / account holder | $1,668 | $13,977-88.1% | $16,305-89.8% | $7,344-77.3% |