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 | $86,779 | $76,552+13.4% | $123,892-30.0% | $62,891+38.0% |
| Participation rate | 87.1% | 73.0%+14.1pp | 81.4%+5.7pp | 69.3%+17.8pp |
| Annual return | 4.56% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,824 | $2,883-2.0% | $4,617-38.8% | $2,281+23.8% |
| Participant deferral / active EE | $5,219 | $4,840+7.8% | $5,984-12.8% | $3,203+62.9% |
| Admin fee / account holder | $41,413 | $4,826+758.2% | $8,357+395.6% | $4,296+864.1% |