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 | $79,896 | $63,764+25.3% | $81,930-2.5% | $79,8580% |
| Participation rate | 94.2% | 67.5%+26.7pp | 72.0%+22.2pp | 69.6%+24.6pp |
| Annual return | 8.23% | 22.66%-14.4pp | 29.49%-21.3pp | 31.71%-23.5pp |
| Employer contribution / active EE | $2,885 | $1,795+60.7% | $4,310-33.1% | $2,471+16.7% |
| Participant deferral / active EE | $2,495 | $2,780-10.3% | $7,107-64.9% | $3,740-33.3% |
| Admin fee / account holder | $6,446 | $4,426+45.6% | $5,158+25.0% | $5,306+21.5% |