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 | $96,678 | $58,577+65.0% | $83,333+16.0% | $64,186+50.6% |
| Participation rate | 84.6% | 72.0%+12.6pp | 77.8%+6.9pp | 69.6%+15.0pp |
| Annual return | -11.00% | 9.65%-20.7pp | 10.63%-21.6pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,360 | $2,098+12.5% | $3,379-30.1% | $2,381-0.9% |
| Participant deferral / active EE | $5,698 | $4,654+22.4% | $5,565+2.4% | $3,470+64.2% |
| Admin fee / account holder | $1,275 | $9,275-86.3% | $7,510-83.0% | $4,888-73.9% |