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 | $96,949 | $76,552+26.6% | $123,892-21.7% | $62,891+54.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.77% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,333 | $2,883-19.1% | $4,617-49.5% | $2,281+2.3% |
| Participant deferral / active EE | $8,799 | $4,840+81.8% | $5,984+47.0% | $3,203+174.7% |
| Admin fee / account holder | $2,949 | $4,826-38.9% | $8,357-64.7% | $4,296-31.3% |