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 | $88,322 | $78,422+12.6% | $95,952-8.0% | $79,858+10.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.23% | 19.37%-11.1pp | 91.61%-83.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $3,569 | $1,945+83.5% | $2,541+40.5% | $2,471+44.5% |
| Participant deferral / active EE | $4,248 | $3,440+23.5% | $4,167+1.9% | $3,740+13.6% |
| Admin fee / account holder | $3,433 | $5,622-38.9% | $6,795-49.5% | $5,306-35.3% |