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 | $81,751 | $86,944-6.0% | $107,525-24.0% | $74,304+10.0% |
| Participation rate | 89.5% | 59.6%+30.0pp | 75.1%+14.4pp | 60.3%+29.2pp |
| Annual return | 12.17% | 23.52%-11.3pp | 181.32%-169.1pp | 29.43%-17.3pp |
| Employer contribution / active EE | $3,183 | $2,757+15.5% | $3,754-15.2% | $2,241+42.0% |
| Participant deferral / active EE | $5,903 | $3,554+66.1% | $5,116+15.4% | $3,767+56.7% |
| Admin fee / account holder | $9,059 | $3,727+143.1% | $8,919+1.6% | $2,969+205.1% |