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 | $93,962 | $93,571+0.4% | $135,903-30.9% | $75,163+25.0% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 12.16% | 30.90%-18.7pp | 68.23%-56.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $5,270 | $3,537+49.0% | $4,856+8.5% | $2,670+97.4% |
| Participant deferral / active EE | $3,102 | $6,404-51.6% | $7,758-60.0% | $4,125-24.8% |
| Admin fee / account holder | $2,374 | $6,975-66.0% | $10,762-77.9% | $5,651-58.0% |