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 | $85,800 | $93,571-8.3% | $135,903-36.9% | $75,163+14.2% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 12.98% | 30.90%-17.9pp | 68.23%-55.3pp | 160.62%-147.6pp |
| Employer contribution / active EE | $8,670 | $3,537+145.2% | $4,856+78.5% | $2,670+224.7% |
| Participant deferral / active EE | $6,605 | $6,404+3.1% | $7,758-14.9% | $4,125+60.1% |
| Admin fee / account holder | $2,367 | $6,975-66.1% | $10,762-78.0% | $5,651-58.1% |