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 | $98,891 | $54,705+80.8% | $71,209+38.9% | $84,808+16.6% |
| Participation rate | 98.4% | 64.1%+34.3pp | 73.8%+24.6pp | 68.3%+30.0pp |
| Annual return | 10.57% | 35.90%-25.3pp | 282.51%-271.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $7,568 | $2,158+250.7% | $2,721+178.1% | $2,631+187.6% |
| Participant deferral / active EE | $4,257 | $3,030+40.5% | $4,175+2.0% | $4,212+1.1% |
| Admin fee / account holder | $13,551 | $4,863+178.6% | $5,349+153.3% | $7,344+84.5% |