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 | $92,349 | $67,411+37.0% | $91,001+1.5% | $70,131+31.7% |
| Participation rate | 79.3% | 71.4%+7.9pp | 75.6%+3.7pp | 69.5%+9.8pp |
| Annual return | 11.84% | -40.16%+52.0pp | 4.60%+7.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,179 | $1,786-34.0% | $2,456-52.0% | $2,342-49.7% |
| Participant deferral / active EE | $4,661 | $2,823+65.1% | $3,547+31.4% | $3,332+39.9% |
| Admin fee / account holder | $8,782 | $4,236+107.3% | $5,417+62.1% | $4,645+89.0% |