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 | $103,987 | $109,881-5.4% | $150,045-30.7% | $84,808+22.6% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 13.70% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,546 | $3,561+55.7% | $4,693+18.2% | $2,631+110.8% |
| Participant deferral / active EE | $3,502 | $6,636-47.2% | $7,997-56.2% | $4,212-16.9% |
| Admin fee / account holder | $3,915 | $8,568-54.3% | $13,435-70.9% | $7,344-46.7% |