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 | $86,599 | $53,777+61.0% | $134,143-35.4% | $79,858+8.4% |
| Participation rate | 92.3% | 58.8%+33.5pp | 72.2%+20.1pp | 69.6%+22.7pp |
| Annual return | -0.63% | 19.01%-19.6pp | 36.33%-37.0pp | 31.71%-32.3pp |
| Employer contribution / active EE | $6,012 | $1,321+355.0% | $3,704+62.3% | $2,471+143.3% |
| Participant deferral / active EE | $2,382 | $2,420-1.6% | $3,499-31.9% | $3,740-36.3% |
| Admin fee / account holder | $9,489 | $3,984+138.2% | $6,684+42.0% | $5,306+78.8% |