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 | $96,420 | $70,428+36.9% | $96,562-0.1% | $85,850+12.3% |
| Participation rate | 97.1% | 61.8%+35.3pp | 69.8%+27.3pp | 69.3%+27.8pp |
| Annual return | 8.56% | 18.59%-10.0pp | 37.78%-29.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $3,385 | $1,413+139.6% | $2,356+43.7% | $2,565+32.0% |
| Participant deferral / active EE | $7,038 | $2,894+143.2% | $3,849+82.9% | $3,952+78.1% |
| Admin fee / account holder | $8,383 | $4,997+67.8% | $6,181+35.6% | $6,260+33.9% |