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 | $82,278 | $73,933+11.3% | $96,683-14.9% | $75,163+9.5% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.5pp |
| Annual return | 12.35% | 26.70%-14.4pp | 35.69%-23.3pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,515 | $2,928-48.3% | $3,737-59.5% | $2,670-43.3% |
| Participant deferral / active EE | $3,750 | $3,659+2.5% | $4,878-23.1% | $4,125-9.1% |
| Admin fee / account holder | $2,080 | $5,216-60.1% | $6,730-69.1% | $5,651-63.2% |