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 | $77,942 | $58,512+33.2% | $84,015-7.2% | $72,985+6.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 14.17% | 28.93%-14.8pp | 71.31%-57.1pp | 81.00%-66.8pp |
| Employer contribution / active EE | $2,507 | $1,163+115.6% | $1,983+26.4% | $2,440+2.8% |
| Participant deferral / active EE | $4,093 | $2,394+71.0% | $3,239+26.4% | $3,607+13.5% |
| Admin fee / account holder | $8,947 | $4,569+95.8% | $6,101+46.7% | $5,124+74.6% |