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 | $86,471 | $60,892+42.0% | $82,389+5.0% | $84,808+2.0% |
| Participation rate | 87.9% | 63.3%+24.6pp | 69.5%+18.3pp | 68.3%+19.6pp |
| Annual return | 11.22% | 37.29%-26.1pp | 28.67%-17.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,891 | $1,779+6.3% | $2,517-24.9% | $2,631-28.1% |
| Participant deferral / active EE | $4,801 | $3,179+51.0% | $4,155+15.5% | $4,212+14.0% |
| Admin fee / account holder | $30,233 | $5,467+453.0% | $7,231+318.1% | $7,344+311.7% |