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 | $109,635 | $85,766+27.8% | $136,294-19.6% | $70,131+56.3% |
| Participation rate | 77.1% | 74.2%+3.0pp | 81.9%-4.8pp | 69.5%+7.6pp |
| Annual return | 8.50% | 31.45%-23.0pp | 5155.94%-5147.4pp | 73.14%-64.6pp |
| Employer contribution / active EE | $857 | $2,966-71.1% | $4,695-81.7% | $2,342-63.4% |
| Participant deferral / active EE | $2,848 | $5,051-43.6% | $6,247-54.4% | $3,332-14.5% |
| Admin fee / account holder | $4,007 | $5,420-26.1% | $9,243-56.7% | $4,645-13.7% |