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 | $106,339 | $80,717+31.7% | $154,803-31.3% | $84,808+25.4% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 12.85% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,655 | $2,761-40.1% | $4,305-61.6% | $2,631-37.1% |
| Participant deferral / active EE | $3,327 | $3,303+0.7% | $5,540-39.9% | $4,212-21.0% |
| Admin fee / account holder | $1,513 | $6,746-77.6% | $14,329-89.4% | $7,344-79.4% |