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 | $95,287 | $73,933+28.9% | $96,683-1.4% | $75,163+26.8% |
| Participation rate | 93.8% | 66.4%+27.3pp | 74.3%+19.4pp | 67.2%+26.6pp |
| Annual return | 13.16% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.5pp |
| Employer contribution / active EE | $3,971 | $2,928+35.6% | $3,737+6.3% | $2,670+48.8% |
| Participant deferral / active EE | $5,835 | $3,659+59.5% | $4,878+19.6% | $4,125+41.5% |
| Admin fee / account holder | $1,598 | $5,216-69.4% | $6,730-76.2% | $5,651-71.7% |