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 | $93,607 | $81,208+15.3% | $98,907-5.4% | $79,858+17.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 4.18% | 60.99%-56.8pp | 196.43%-192.3pp | 31.71%-27.5pp |
| Employer contribution / active EE | $605 | $1,960-69.1% | $2,689-77.5% | $2,471-75.5% |
| Participant deferral / active EE | $4,367 | $3,265+33.7% | $4,244+2.9% | $3,740+16.7% |
| Admin fee / account holder | $6,200 | $6,013+3.1% | $6,642-6.6% | $5,306+16.9% |