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 | $92,045 | $80,968+13.7% | $96,544-4.7% | $75,163+22.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 9.94% | 27.06%-17.1pp | 25.84%-15.9pp | 160.62%-150.7pp |
| Employer contribution / active EE | $3,100 | $2,282+35.8% | $2,965+4.5% | $2,670+16.1% |
| Participant deferral / active EE | $5,648 | $3,928+43.8% | $4,851+16.4% | $4,125+36.9% |
| Admin fee / account holder | $548 | $6,724-91.9% | $8,252-93.4% | $5,651-90.3% |