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 | $83,738 | $73,933+13.3% | $96,683-13.4% | $75,163+11.4% |
| Participation rate | 87.5% | 66.4%+21.1pp | 74.3%+13.2pp | 67.2%+20.3pp |
| Annual return | 0.28% | 26.70%-26.4pp | 35.69%-35.4pp | 160.62%-160.3pp |
| Employer contribution / active EE | $8,778 | $2,928+199.8% | $3,737+134.9% | $2,670+228.8% |
| Participant deferral / active EE | $1,577 | $3,659-56.9% | $4,878-67.7% | $4,125-61.8% |
| Admin fee / account holder | $5,948 | $5,216+14.0% | $6,730-11.6% | $5,651+5.3% |