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 | $118,466 | $65,365+81.2% | $92,893+27.5% | $72,985+62.3% |
| Participation rate | 95.3% | 68.3%+27.0pp | 76.0%+19.3pp | 69.5%+25.8pp |
| Annual return | 2.61% | 42.10%-39.5pp | 109.41%-106.8pp | 81.00%-78.4pp |
| Employer contribution / active EE | $2,571 | $2,594-0.9% | $3,653-29.6% | $2,440+5.4% |
| Participant deferral / active EE | $6,457 | $3,128+106.4% | $4,236+52.4% | $3,607+79.0% |
| Admin fee / account holder | $337 | $4,251-92.1% | $5,794-94.2% | $5,124-93.4% |