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 | $103,916 | $62,573+66.1% | $85,682+21.3% | $85,850+21.0% |
| Participation rate | 91.5% | 61.1%+30.3pp | 69.9%+21.6pp | 69.3%+22.2pp |
| Annual return | 7.45% | 23.77%-16.3pp | 21.49%-14.0pp | 318.53%-311.1pp |
| Employer contribution / active EE | $1,072 | $1,757-39.0% | $2,618-59.1% | $2,565-58.2% |
| Participant deferral / active EE | $5,882 | $2,802+109.9% | $3,923+50.0% | $3,952+48.9% |
| Admin fee / account holder | $3,646 | $4,640-21.4% | $6,873-47.0% | $6,260-41.8% |