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 | $93,054 | $85,515+8.8% | $112,040-16.9% | $67,986+36.9% |
| Participation rate | 80.7% | 68.2%+12.5pp | 76.5%+4.2pp | 57.2%+23.5pp |
| Annual return | 11.37% | 29.68%-18.3pp | 24.52%-13.1pp | 31.67%-20.3pp |
| Employer contribution / active EE | $3,290 | $2,191+50.2% | $2,954+11.4% | $2,019+63.0% |
| Participant deferral / active EE | $4,803 | $4,014+19.7% | $5,098-5.8% | $3,358+43.0% |
| Admin fee / account holder | $2,438 | $3,774-35.4% | $12,098-79.8% | $3,203-23.9% |