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 | $85,998 | $80,717+6.5% | $154,803-44.4% | $84,808+1.4% |
| Participation rate | 94.7% | 66.8%+27.9pp | 78.1%+16.7pp | 68.3%+26.4pp |
| Annual return | 11.77% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,484 | $2,761+26.2% | $4,305-19.1% | $2,631+32.4% |
| Participant deferral / active EE | $3,351 | $3,303+1.5% | $5,540-39.5% | $4,212-20.4% |
| Admin fee / account holder | $14,302 | $6,746+112.0% | $14,329-0.2% | $7,344+94.7% |