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 | $116,348 | $95,803+21.4% | $113,168+2.8% | $84,808+37.2% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.2pp |
| Annual return | 10.05% | 25.00%-15.0pp | 24.27%-14.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,686 | $2,360-28.6% | $2,975-43.3% | $2,631-35.9% |
| Participant deferral / active EE | $3,897 | $4,242-8.1% | $5,107-23.7% | $4,212-7.5% |
| Admin fee / account holder | $1,573 | $8,989-82.5% | $12,068-87.0% | $7,344-78.6% |