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 | $88,508 | $89,753-1.4% | $107,525-17.7% | $84,808+4.4% |
| Participation rate | 80.9% | 68.1%+12.8pp | 75.1%+5.8pp | 68.3%+12.5pp |
| Annual return | 11.60% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,770 | $3,113+21.1% | $3,754+0.4% | $2,631+43.3% |
| Participant deferral / active EE | $8,976 | $4,056+121.3% | $5,116+75.5% | $4,212+113.1% |
| Admin fee / account holder | $9,307 | $7,222+28.9% | $8,919+4.3% | $7,344+26.7% |