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 | $119,712 | $86,286+38.7% | $111,297+7.6% | $85,850+39.4% |
| Participation rate | 79.4% | 73.3%+6.1pp | 77.3%+2.1pp | 69.3%+10.1pp |
| Annual return | 6.91% | 19.99%-13.1pp | 54.65%-47.7pp | 318.53%-311.6pp |
| Employer contribution / active EE | $1,912 | $2,043-6.4% | $2,731-30.0% | $2,565-25.5% |
| Participant deferral / active EE | $4,317 | $3,641+18.6% | $4,487-3.8% | $3,952+9.3% |
| Admin fee / account holder | $7,326 | $8,188-10.5% | $7,964-8.0% | $6,260+17.0% |