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 | $117,890 | $87,013+35.5% | $106,213+11.0% | $80,856+45.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 6.08% | 17.05%-11.0pp | 116.14%-110.1pp | 35.59%-29.5pp |
| Employer contribution / active EE | $3,975 | $2,395+65.9% | $3,171+25.3% | $2,755+44.3% |
| Participant deferral / active EE | $4,109 | $3,986+3.1% | $5,016-18.1% | $4,296-4.3% |
| Admin fee / account holder | $5,156 | $8,431-38.8% | $11,033-53.3% | $6,918-25.5% |