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 | $93,550 | $80,968+15.5% | $96,544-3.1% | $75,163+24.5% |
| Participation rate | 86.5% | 71.8%+14.7pp | 76.0%+10.5pp | 67.2%+19.3pp |
| Annual return | 11.06% | 27.06%-16.0pp | 25.84%-14.8pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,356 | $2,282+3.3% | $2,965-20.5% | $2,670-11.7% |
| Participant deferral / active EE | $4,561 | $3,928+16.1% | $4,851-6.0% | $4,125+10.6% |
| Admin fee / account holder | $12,722 | $6,724+89.2% | $8,252+54.2% | $5,651+125.1% |