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 | $91,920 | $95,803-4.1% | $113,168-18.8% | $84,808+8.4% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 6.15% | 25.00%-18.9pp | 24.27%-18.1pp | 40.90%-34.7pp |
| Employer contribution / active EE | $1,000 | $2,360-57.6% | $2,975-66.4% | $2,631-62.0% |
| Participant deferral / active EE | $6,649 | $4,242+56.7% | $5,107+30.2% | $4,212+57.9% |
| Admin fee / account holder | $2,612 | $8,989-70.9% | $12,068-78.4% | $7,344-64.4% |