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 | $98,322 | $80,968+21.4% | $96,544+1.8% | $75,163+30.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 8.15% | 27.06%-18.9pp | 25.84%-17.7pp | 160.62%-152.5pp |
| Employer contribution / active EE | $3,137 | $2,282+37.5% | $2,965+5.8% | $2,670+17.5% |
| Participant deferral / active EE | $3,291 | $3,928-16.2% | $4,851-32.2% | $4,125-20.2% |
| Admin fee / account holder | $2,465 | $6,724-63.3% | $8,252-70.1% | $5,651-56.4% |