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 | $87,843 | $49,227+78.4% | $70,449+24.7% | $79,858+10.0% |
| Participation rate | 78.3% | 69.2%+9.2pp | 75.1%+3.3pp | 69.6%+8.7pp |
| Annual return | 3.60% | 30.06%-26.5pp | 109.03%-105.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $9,094 | $2,099+333.3% | $2,737+232.3% | $2,471+268.0% |
| Participant deferral / active EE | $2,943 | $2,768+6.3% | $3,709-20.6% | $3,740-21.3% |
| Admin fee / account holder | $8,444 | $2,878+193.4% | $3,845+119.6% | $5,306+59.1% |