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 | $85,822 | $86,286-0.5% | $111,297-22.9% | $85,8500% |
| Participation rate | 98.5% | 73.3%+25.2pp | 77.3%+21.2pp | 69.3%+29.2pp |
| Annual return | 10.52% | 19.99%-9.5pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $3,364 | $2,043+64.6% | $2,731+23.2% | $2,565+31.1% |
| Participant deferral / active EE | $5,428 | $3,641+49.1% | $4,487+21.0% | $3,952+37.4% |
| Admin fee / account holder | $16,593 | $8,188+102.7% | $7,964+108.4% | $6,260+165.1% |