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 | $130,570 | $59,839+118.2% | $81,983+59.3% | $79,858+63.5% |
| Participation rate | 77.6% | 61.6%+16.0pp | 69.2%+8.3pp | 69.6%+8.0pp |
| Annual return | 6.53% | 17.56%-11.0pp | 41.31%-34.8pp | 31.71%-25.2pp |
| Employer contribution / active EE | $791 | $1,713-53.8% | $2,498-68.3% | $2,471-68.0% |
| Participant deferral / active EE | $1,807 | $2,695-33.0% | $3,722-51.4% | $3,740-51.7% |
| Admin fee / account holder | $7,551 | $4,287+76.1% | $5,664+33.3% | $5,306+42.3% |