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 | $87,223 | $60,022+45.3% | $88,946-1.9% | $84,808+2.8% |
| Participation rate | 75.4% | 57.8%+17.6pp | 68.8%+6.6pp | 68.3%+7.1pp |
| Annual return | 12.42% | 22.43%-10.0pp | 57.82%-45.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,381 | $1,703-18.9% | $2,555-45.9% | $2,631-47.5% |
| Participant deferral / active EE | $5,651 | $3,114+81.5% | $4,581+23.4% | $4,212+34.2% |
| Admin fee / account holder | $5,990 | $4,811+24.5% | $8,261-27.5% | $7,344-18.4% |