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 | $86,319 | $109,881-21.4% | $150,045-42.5% | $84,808+1.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 4.24% | 28.25%-24.0pp | 62.55%-58.3pp | 40.90%-36.7pp |
| Employer contribution / active EE | $4,649 | $3,561+30.6% | $4,693-0.9% | $2,631+76.7% |
| Participant deferral / active EE | $4,438 | $6,636-33.1% | $7,997-44.5% | $4,212+5.4% |
| Admin fee / account holder | $10,314 | $8,568+20.4% | $13,435-23.2% | $7,344+40.4% |