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 | $87,382 | $85,766+1.9% | $136,294-35.9% | $70,131+24.6% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 13.50% | 31.45%-18.0pp | 5155.94%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $949 | $2,966-68.0% | $4,695-79.8% | $2,342-59.5% |
| Participant deferral / active EE | $7,033 | $5,051+39.2% | $6,247+12.6% | $3,332+111.1% |
| Admin fee / account holder | $10,308 | $5,420+90.2% | $9,243+11.5% | $4,645+121.9% |