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 | $100,686 | $102,966-2.2% | $90,281+11.5% | $152,861-34.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 8.19% | 95.16%-87.0pp | 78.10%-69.9pp | 345.32%-337.1pp |
| Employer contribution / active EE | $710 | $3,139-77.4% | $2,854-75.1% | $4,762-85.1% |
| Participant deferral / active EE | $7,158 | $4,281+67.2% | $3,885+84.2% | $5,850+22.4% |
| Admin fee / account holder | $9,509 | $6,171+54.1% | $5,351+77.7% | $11,596-18.0% |