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 | $94,698 | $81,248+16.6% | $155,509-39.1% | $80,856+17.1% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.6%+18.6pp |
| Annual return | 8.78% | 33.31%-24.5pp | 64.67%-55.9pp | 35.59%-26.8pp |
| Employer contribution / active EE | $5,298 | $3,100+70.9% | $4,672+13.4% | $2,755+92.3% |
| Participant deferral / active EE | $4,237 | $3,452+22.8% | $5,626-24.7% | $4,296-1.4% |
| Admin fee / account holder | $469 | $7,997-94.1% | $15,912-97.1% | $6,918-93.2% |