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 | $89,510 | $54,762+63.5% | $90,281-0.9% | $72,985+22.6% |
| Participation rate | 95.3% | 65.1%+30.2pp | 73.3%+22.0pp | 69.5%+25.8pp |
| Annual return | 1.57% | 30.63%-29.1pp | 78.10%-76.5pp | 81.00%-79.4pp |
| Employer contribution / active EE | $3,107 | $2,092+48.5% | $2,854+8.9% | $2,440+27.3% |
| Participant deferral / active EE | $4,401 | $2,887+52.4% | $3,885+13.3% | $3,607+22.0% |
| Admin fee / account holder | $9,255 | $3,972+133.0% | $5,351+73.0% | $5,124+80.6% |