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 | $89,608 | $109,881-18.4% | $150,045-40.3% | $84,808+5.7% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 9.61% | 28.25%-18.6pp | 62.55%-52.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $14,012 | $3,561+293.5% | $4,693+198.6% | $2,631+432.6% |
| Participant deferral / active EE | $9,519 | $6,636+43.4% | $7,997+19.0% | $4,212+126.0% |
| Admin fee / account holder | $11,391 | $8,568+32.9% | $13,435-15.2% | $7,344+55.1% |