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 | $104,675 | $80,968+29.3% | $96,544+8.4% | $75,163+39.3% |
| Participation rate | 95.9% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.7pp |
| Annual return | 8.80% | 27.06%-18.3pp | 25.84%-17.0pp | 160.62%-151.8pp |
| Employer contribution / active EE | $4,203 | $2,282+84.2% | $2,965+41.8% | $2,670+57.4% |
| Participant deferral / active EE | $3,005 | $3,928-23.5% | $4,851-38.1% | $4,125-27.2% |
| Admin fee / account holder | $3,973 | $6,724-40.9% | $8,252-51.9% | $5,651-29.7% |