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 | $88,114 | $72,277+21.9% | $101,248-13.0% | $79,858+10.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.03% | 22.30%-13.3pp | 46.47%-37.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $5,133 | $2,692+90.7% | $3,660+40.3% | $2,471+107.7% |
| Participant deferral / active EE | $4,513 | $3,282+37.5% | $4,370+3.3% | $3,740+20.7% |
| Admin fee / account holder | $2,240 | $4,400-49.1% | $5,945-62.3% | $5,306-57.8% |