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 | $97,209 | $77,145+26.0% | $108,410-10.3% | $85,850+13.2% |
| Participation rate | 97.6% | 74.7%+22.9pp | 80.1%+17.5pp | 69.3%+28.3pp |
| Annual return | 12.78% | 44.54%-31.8pp | 905.27%-892.5pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,347 | $2,379-1.4% | $3,558-34.0% | $2,565-8.5% |
| Participant deferral / active EE | $2,955 | $5,566-46.9% | $6,563-55.0% | $3,952-25.2% |
| Admin fee / account holder | $13,473 | $5,172+160.5% | $7,295+84.7% | $6,260+115.2% |