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 | $173,114 | $80,717+114.5% | $154,803+11.8% | $84,808+104.1% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.8pp | 68.3%+15.6pp |
| Annual return | 10.78% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,722 | $2,761+34.8% | $4,305-13.6% | $2,631+41.5% |
| Participant deferral / active EE | $10,958 | $3,303+231.8% | $5,540+97.8% | $4,212+160.2% |
| Admin fee / account holder | $6,579 | $6,746-2.5% | $14,329-54.1% | $7,344-10.4% |