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 | $84,266 | $57,541+46.4% | $95,745-12.0% | $75,163+12.1% |
| Participation rate | 77.4% | 62.5%+14.9pp | 72.3%+5.2pp | 67.2%+10.2pp |
| Annual return | 13.54% | 34.93%-21.4pp | 28.35%-14.8pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,948 | $1,808+63.1% | $2,835+4.0% | $2,670+10.4% |
| Participant deferral / active EE | $6,103 | $3,074+98.5% | $4,245+43.8% | $4,125+47.9% |
| Admin fee / account holder | $14,665 | $4,099+257.8% | $5,678+158.3% | $5,651+159.5% |