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 | $91,261 | $63,355+44.0% | $91,989-0.8% | $72,985+25.0% |
| Participation rate | 97.1% | 72.5%+24.6pp | 78.6%+18.5pp | 69.5%+27.7pp |
| Annual return | 11.98% | 35.35%-23.4pp | 69.02%-57.0pp | 81.00%-69.0pp |
| Employer contribution / active EE | $7,946 | $2,116+275.6% | $3,452+130.2% | $2,440+225.7% |
| Participant deferral / active EE | $3,590 | $4,883-26.5% | $5,923-39.4% | $3,607-0.5% |
| Admin fee / account holder | $26,977 | $4,668+477.9% | $7,743+248.4% | $5,124+426.4% |