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 | $99,506 | $58,523+70.0% | $99,443+0.1% | $72,985+36.3% |
| Participation rate | 94.8% | 64.6%+30.2pp | 73.8%+21.0pp | 69.5%+25.3pp |
| Annual return | 1.46% | 28.51%-27.1pp | 30.72%-29.3pp | 81.00%-79.5pp |
| Employer contribution / active EE | $6,494 | $1,512+329.5% | $2,540+155.7% | $2,440+166.1% |
| Participant deferral / active EE | $5,674 | $2,606+117.7% | $3,619+56.8% | $3,607+57.3% |
| Admin fee / account holder | $1,888 | $4,102-54.0% | $6,250-69.8% | $5,124-63.2% |