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 | $105,086 | $89,753+17.1% | $107,525-2.3% | $84,808+23.9% |
| Participation rate | 88.3% | 68.1%+20.3pp | 75.1%+13.2pp | 68.3%+20.0pp |
| Annual return | 12.87% | 29.48%-16.6pp | 181.32%-168.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,266 | $3,113+4.9% | $3,754-13.0% | $2,631+24.1% |
| Participant deferral / active EE | $11,235 | $4,056+177.0% | $5,116+119.6% | $4,212+166.8% |
| Admin fee / account holder | $15,553 | $7,222+115.4% | $8,919+74.4% | $7,344+111.8% |