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 | $87,546 | $123,793-29.3% | $177,821-50.8% | $79,858+9.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.57% | 22.82%-15.3pp | 48.32%-40.8pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,800 | $4,095-31.6% | $5,918-52.7% | $2,471+13.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,238 | $7,243-41.5% | $12,427-65.9% | $5,306-20.1% |