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 | $104,546 | $99,341+5.2% | $84,750+23.4% | $273,961-61.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 1.65% | 22.93%-21.3pp | 22.78%-21.1pp | 41.45%-39.8pp |
| Employer contribution / active EE | $656 | $4,214-84.4% | $3,574-81.6% | $4,869-86.5% |
| Participant deferral / active EE | $6,191 | $4,269+45.0% | $3,712+66.8% | $5,287+17.1% |
| Admin fee / account holder | $753 | $6,644-88.7% | $5,332-85.9% | $10,132-92.6% |