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 | $93,443 | $67,606+38.2% | $82,313+13.5% | $70,131+33.2% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.9%+7.0pp | 69.5%+14.3pp |
| Annual return | 11.09% | 21.57%-10.5pp | 25.88%-14.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $373 | $1,755-78.7% | $2,428-84.6% | $2,342-84.1% |
| Participant deferral / active EE | $5,003 | $2,987+67.5% | $3,706+35.0% | $3,332+50.2% |
| Admin fee / account holder | $8,303 | $4,512+84.0% | $5,608+48.1% | $4,645+78.7% |