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 | $81,331 | $76,552+6.2% | $123,892-34.4% | $62,891+29.3% |
| Participation rate | 88.0% | 73.0%+15.0pp | 81.4%+6.6pp | 69.3%+18.7pp |
| Annual return | 5.61% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $5,420 | $2,883+88.0% | $4,617+17.4% | $2,281+137.6% |
| Participant deferral / active EE | $7,553 | $4,840+56.1% | $5,984+26.2% | $3,203+135.8% |
| Admin fee / account holder | $637 | $4,826-86.8% | $8,357-92.4% | $4,296-85.2% |