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 | $106,371 | $49,227+116.1% | $70,449+51.0% | $79,858+33.2% |
| Participation rate | 98.0% | 69.2%+28.9pp | 75.1%+23.0pp | 69.6%+28.4pp |
| Annual return | 2.52% | 30.06%-27.5pp | 109.03%-106.5pp | 31.71%-29.2pp |
| Employer contribution / active EE | $3,892 | $2,099+85.4% | $2,737+42.2% | $2,471+57.5% |
| Participant deferral / active EE | $5,496 | $2,768+98.6% | $3,709+48.2% | $3,740+47.0% |
| Admin fee / account holder | $1,865 | $2,878-35.2% | $3,845-51.5% | $5,306-64.9% |