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 | $89,915 | $80,968+11.1% | $96,544-6.9% | $75,163+19.6% |
| Participation rate | 92.6% | 71.8%+20.8pp | 76.0%+16.6pp | 67.2%+25.4pp |
| Annual return | 10.19% | 27.06%-16.9pp | 25.84%-15.7pp | 160.62%-150.4pp |
| Employer contribution / active EE | $1,947 | $2,282-14.7% | $2,965-34.3% | $2,670-27.1% |
| Participant deferral / active EE | $5,361 | $3,928+36.5% | $4,851+10.5% | $4,125+30.0% |
| Admin fee / account holder | $2,076 | $6,724-69.1% | $8,252-74.8% | $5,651-63.3% |