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 | $101,321 | $73,933+37.0% | $96,683+4.8% | $75,163+34.8% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.7pp |
| Annual return | 3.80% | 26.70%-22.9pp | 35.69%-31.9pp | 160.62%-156.8pp |
| Employer contribution / active EE | $7,292 | $2,928+149.1% | $3,737+95.1% | $2,670+173.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,797 | $5,216+49.5% | $6,730+15.9% | $5,651+38.0% |