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 | $93,730 | $53,127+76.4% | $86,590+8.2% | $70,131+33.7% |
| Participation rate | 92.1% | 65.3%+26.8pp | 73.5%+18.5pp | 69.5%+22.5pp |
| Annual return | 10.32% | 27.66%-17.3pp | 964.84%-954.5pp | 73.14%-62.8pp |
| Employer contribution / active EE | $3,197 | $2,068+54.6% | $2,839+12.6% | $2,342+36.5% |
| Participant deferral / active EE | $4,500 | $2,696+66.9% | $3,609+24.7% | $3,332+35.1% |
| Admin fee / account holder | $2,357 | $3,585-34.3% | $4,906-52.0% | $4,645-49.3% |