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 | $93,770 | $51,175+83.2% | $70,515+33.0% | $75,163+24.8% |
| Participation rate | 97.1% | 60.9%+36.2pp | 68.3%+28.8pp | 67.2%+30.0pp |
| Annual return | 11.59% | 30.02%-18.4pp | 32.77%-21.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,319 | $1,826+27.0% | $2,973-22.0% | $2,670-13.1% |
| Participant deferral / active EE | $3,461 | $2,849+21.5% | $4,567-24.2% | $4,125-16.1% |
| Admin fee / account holder | $10,767 | $4,091+163.2% | $6,412+67.9% | $5,651+90.5% |