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 | $96,661 | $109,881-12.0% | $150,045-35.6% | $84,808+14.0% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 12.22% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $4,428 | $3,561+24.3% | $4,693-5.7% | $2,631+68.3% |
| Participant deferral / active EE | $8,038 | $6,636+21.1% | $7,997+0.5% | $4,212+90.9% |
| Admin fee / account holder | $1,796 | $8,568-79.0% | $13,435-86.6% | $7,344-75.5% |