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 | $158,675 | $87,733+80.9% | $106,548+48.9% | $85,850+84.8% |
| Participation rate | 82.1% | 71.9%+10.2pp | 76.1%+6.0pp | 69.3%+12.8pp |
| Annual return | 9.90% | 21.86%-12.0pp | 26.80%-16.9pp | 318.53%-308.6pp |
| Employer contribution / active EE | $689 | $2,073-66.7% | $2,819-75.5% | $2,565-73.1% |
| Participant deferral / active EE | $4,849 | $3,469+39.8% | $4,398+10.3% | $3,952+22.7% |
| Admin fee / account holder | $859 | $6,767-87.3% | $7,407-88.4% | $6,260-86.3% |