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 | $113,501 | $53,127+113.6% | $86,590+31.1% | $70,131+61.8% |
| Participation rate | 96.2% | 65.3%+30.8pp | 73.5%+22.6pp | 69.5%+26.6pp |
| Annual return | 12.30% | 27.66%-15.4pp | 964.84%-952.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,138 | $2,068+3.4% | $2,839-24.7% | $2,342-8.7% |
| Participant deferral / active EE | $3,824 | $2,696+41.9% | $3,609+6.0% | $3,332+14.8% |
| Admin fee / account holder | $3,125 | $3,585-12.8% | $4,906-36.3% | $4,645-32.7% |