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 | $91,564 | $94,625-3.2% | $116,228-21.2% | $84,808+8.0% |
| Participation rate | 97.7% | 70.4%+27.3pp | 74.6%+23.1pp | 68.3%+29.4pp |
| Annual return | 5.57% | 20.40%-14.8pp | 90.06%-84.5pp | 40.90%-35.3pp |
| Employer contribution / active EE | $1,443 | $2,347-38.5% | $2,994-51.8% | $2,631-45.2% |
| Participant deferral / active EE | $3,845 | $3,972-3.2% | $4,953-22.4% | $4,212-8.7% |
| Admin fee / account holder | $3,206 | $10,091-68.2% | $11,989-73.3% | $7,344-56.3% |