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 | $89,894 | $80,717+11.4% | $154,803-41.9% | $84,808+6.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.69% | 37.96%-28.3pp | 58.88%-49.2pp | 40.90%-31.2pp |
| Employer contribution / active EE | $5,368 | $2,761+94.4% | $4,305+24.7% | $2,631+104.0% |
| Participant deferral / active EE | $2,768 | $3,303-16.2% | $5,540-50.0% | $4,212-34.3% |
| Admin fee / account holder | $3,309 | $6,746-50.9% | $14,329-76.9% | $7,344-54.9% |