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 | $92,884 | $65,365+42.1% | $92,8930% | $72,985+27.3% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | 14.31% | 42.10%-27.8pp | 109.41%-95.1pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,994 | $2,594-23.1% | $3,653-45.4% | $2,440-18.3% |
| Participant deferral / active EE | $4,632 | $3,128+48.1% | $4,236+9.3% | $3,607+28.4% |
| Admin fee / account holder | $4,353 | $4,251+2.4% | $5,794-24.9% | $5,124-15.0% |