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 | $92,785 | $66,402+39.7% | $109,895-15.6% | $85,850+8.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 8.65% | 19.59%-10.9pp | 29.45%-20.8pp | 318.53%-309.9pp |
| Employer contribution / active EE | $1,907 | $1,687+13.0% | $2,842-32.9% | $2,565-25.7% |
| Participant deferral / active EE | $7,069 | $2,842+148.7% | $4,048+74.6% | $3,952+78.9% |
| Admin fee / account holder | $12,798 | $4,557+180.8% | $6,066+111.0% | $6,260+104.4% |