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 | $111,380 | $58,512+90.4% | $84,015+32.6% | $72,985+52.6% |
| Participation rate | 86.8% | 61.2%+25.6pp | 69.0%+17.8pp | 69.5%+17.4pp |
| Annual return | 15.12% | 28.93%-13.8pp | 71.31%-56.2pp | 81.00%-65.9pp |
| Employer contribution / active EE | $683 | $1,163-41.3% | $1,983-65.6% | $2,440-72.0% |
| Participant deferral / active EE | $1,537 | $2,394-35.8% | $3,239-52.5% | $3,607-57.4% |
| Admin fee / account holder | $2,301 | $4,569-49.6% | $6,101-62.3% | $5,124-55.1% |