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 | $89,904 | $80,968+11.0% | $96,544-6.9% | $75,163+19.6% |
| Participation rate | 85.3% | 71.8%+13.5pp | 76.0%+9.3pp | 67.2%+18.1pp |
| Annual return | 5.75% | 27.06%-21.3pp | 25.84%-20.1pp | 160.62%-154.9pp |
| Employer contribution / active EE | $7,500 | $2,282+228.7% | $2,965+153.0% | $2,670+180.9% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,391 | $6,724-49.6% | $8,252-58.9% | $5,651-40.0% |