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 | $85,459 | $91,552-6.7% | $133,956-36.2% | $79,858+7.0% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 9.00% | 61.85%-52.8pp | 45.09%-36.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,020 | $2,384-57.2% | $3,919-74.0% | $2,471-58.7% |
| Participant deferral / active EE | $5,168 | $3,733+38.4% | $5,048+2.4% | $3,740+38.2% |
| Admin fee / account holder | $6,300 | $6,321-0.3% | $8,927-29.4% | $5,306+18.7% |