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 | $84,826 | $95,803-11.5% | $113,168-25.0% | $84,8080% |
| Participation rate | 89.2% | 72.9%+16.3pp | 76.6%+12.6pp | 68.3%+20.9pp |
| Annual return | 9.35% | 25.00%-15.7pp | 24.27%-14.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,337 | $2,360-43.4% | $2,975-55.1% | $2,631-49.2% |
| Participant deferral / active EE | $4,803 | $4,242+13.2% | $5,107-5.9% | $4,212+14.1% |
| Admin fee / account holder | $17,596 | $8,989+95.8% | $12,068+45.8% | $7,344+139.6% |