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 | $106,183 | $78,422+35.4% | $95,952+10.7% | $79,858+33.0% |
| Participation rate | 88.4% | 73.5%+14.9pp | 77.1%+11.3pp | 69.6%+18.7pp |
| Annual return | 3.45% | 19.37%-15.9pp | 91.61%-88.2pp | 31.71%-28.3pp |
| Employer contribution / active EE | $5,140 | $1,945+164.3% | $2,541+102.3% | $2,471+108.0% |
| Participant deferral / active EE | $4,768 | $3,440+38.6% | $4,167+14.4% | $3,740+27.5% |
| Admin fee / account holder | $10,191 | $5,622+81.3% | $6,795+50.0% | $5,306+92.1% |