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 | $91,820 | $72,492+26.7% | $87,100+5.4% | $72,985+25.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.61% | 24.46%-11.8pp | 28.19%-15.6pp | 81.00%-68.4pp |
| Employer contribution / active EE | $5,213 | $1,894+175.2% | $2,521+106.7% | $2,440+113.7% |
| Participant deferral / active EE | $3,543 | $3,270+8.4% | $4,049-12.5% | $3,607-1.8% |
| Admin fee / account holder | $2,462 | $5,055-51.3% | $7,497-67.2% | $5,124-52.0% |