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 | $85,372 | $71,050+20.2% | $93,606-8.8% | $80,856+5.6% |
| Participation rate | 88.5% | 60.4%+28.1pp | 68.7%+19.8pp | 67.6%+20.9pp |
| Annual return | 9.36% | 11.26%-1.9pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,809 | $1,564+15.7% | $2,420-25.2% | $2,755-34.3% |
| Participant deferral / active EE | $3,744 | $4,034-7.2% | $4,411-15.1% | $4,296-12.8% |
| Admin fee / account holder | $7,657 | $6,945+10.3% | $8,285-7.6% | $6,918+10.7% |