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 | $85,390 | $84,233+1.4% | $170,442-49.9% | $70,131+21.8% |
| Participation rate | 93.9% | 70.8%+23.1pp | 83.6%+10.3pp | 69.5%+24.4pp |
| Annual return | 11.60% | 23.06%-11.5pp | 205.93%-194.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $8,090 | $3,387+138.9% | $5,433+48.9% | $2,342+245.4% |
| Participant deferral / active EE | $3,964 | $3,086+28.5% | $4,939-19.7% | $3,332+19.0% |
| Admin fee / account holder | $984 | $5,698-82.7% | $13,880-92.9% | $4,645-78.8% |