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 | $130,865 | $73,933+77.0% | $96,683+35.4% | $75,163+74.1% |
| Participation rate | 72.4% | 66.4%+6.0pp | 74.3%-1.9pp | 67.2%+5.2pp |
| Annual return | 8.66% | 26.70%-18.0pp | 35.69%-27.0pp | 160.62%-152.0pp |
| Employer contribution / active EE | $1,370 | $2,928-53.2% | $3,737-63.3% | $2,670-48.7% |
| Participant deferral / active EE | $4,815 | $3,659+31.6% | $4,878-1.3% | $4,125+16.7% |
| Admin fee / account holder | $4,002 | $5,216-23.3% | $6,730-40.5% | $5,651-29.2% |