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 | $89,701 | $86,286+4.0% | $111,297-19.4% | $85,850+4.5% |
| Participation rate | 97.1% | 73.3%+23.8pp | 77.3%+19.8pp | 69.3%+27.8pp |
| Annual return | 9.02% | 19.99%-11.0pp | 54.65%-45.6pp | 318.53%-309.5pp |
| Employer contribution / active EE | $8,027 | $2,043+292.9% | $2,731+193.9% | $2,565+212.9% |
| Participant deferral / active EE | $5,142 | $3,641+41.3% | $4,487+14.6% | $3,952+30.1% |
| Admin fee / account holder | $2,511 | $8,188-69.3% | $7,964-68.5% | $6,260-59.9% |