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 | $116,260 | $94,625+22.9% | $116,2280% | $84,808+37.1% |
| Participation rate | 82.5% | 70.4%+12.0pp | 74.6%+7.9pp | 68.3%+14.1pp |
| Annual return | 11.91% | 20.40%-8.5pp | 90.06%-78.2pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,436 | $2,347+46.4% | $2,994+14.7% | $2,631+30.6% |
| Participant deferral / active EE | $6,658 | $3,972+67.6% | $4,953+34.4% | $4,212+58.1% |
| Admin fee / account holder | $8,144 | $10,091-19.3% | $11,989-32.1% | $7,344+10.9% |