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 | $116,095 | $54,705+112.2% | $71,209+63.0% | $84,808+36.9% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.8%+17.4pp | 68.3%+22.9pp |
| Annual return | 8.73% | 35.90%-27.2pp | 282.51%-273.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $2,165 | $2,158+0.3% | $2,721-20.4% | $2,631-17.7% |
| Participant deferral / active EE | $5,395 | $3,030+78.0% | $4,175+29.2% | $4,212+28.1% |
| Admin fee / account holder | $36,353 | $4,863+647.5% | $5,349+579.6% | $7,344+395.0% |