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 | $85,403 | $45,073+89.5% | $69,455+23.0% | $72,985+17.0% |
| Participation rate | 87.5% | 68.5%+19.0pp | 74.6%+12.9pp | 69.5%+18.0pp |
| Annual return | 5.53% | 22.65%-17.1pp | 28.97%-23.4pp | 81.00%-75.5pp |
| Employer contribution / active EE | $4,917 | $2,054+139.4% | $2,779+76.9% | $2,440+101.5% |
| Participant deferral / active EE | $5,310 | $2,602+104.1% | $3,535+50.2% | $3,607+47.2% |
| Admin fee / account holder | $1,202 | $3,056-60.7% | $3,839-68.7% | $5,124-76.6% |