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 | $102,930 | $57,590+78.7% | $86,233+19.4% | $82,448+24.8% |
| Participation rate | 76.0% | 57.9%+18.1pp | 69.0%+7.0pp | 68.1%+7.9pp |
| Annual return | 11.46% | 22.41%-11.0pp | 61.39%-49.9pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,003 | $1,655+21.0% | $2,504-20.0% | $2,551-21.5% |
| Participant deferral / active EE | $6,195 | $3,080+101.2% | $4,559+35.9% | $4,139+49.7% |
| Admin fee / account holder | $3,990 | $4,730-15.6% | $8,342-52.2% | $7,234-44.8% |