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 | $85,125 | $65,041+30.9% | $90,951-6.4% | $79,858+6.6% |
| Participation rate | 95.0% | 61.6%+33.4pp | 69.0%+26.0pp | 69.6%+25.4pp |
| Annual return | 7.92% | 30.45%-22.5pp | 134.60%-126.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,501 | $1,247+100.5% | $2,122+17.9% | $2,471+1.2% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,373 | $4,536-3.6% | $5,959-26.6% | $5,306-17.6% |