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 | $96,580 | $86,286+11.9% | $111,297-13.2% | $85,850+12.5% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 8.27% | 19.99%-11.7pp | 54.65%-46.4pp | 318.53%-310.3pp |
| Employer contribution / active EE | $3,884 | $2,043+90.1% | $2,731+42.2% | $2,565+51.4% |
| Participant deferral / active EE | $7,823 | $3,641+114.9% | $4,487+74.3% | $3,952+98.0% |
| Admin fee / account holder | $11,114 | $8,188+35.7% | $7,964+39.6% | $6,260+77.5% |