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 | $111,060 | $54,705+103.0% | $71,209+56.0% | $84,808+31.0% |
| Participation rate | 95.7% | 64.1%+31.7pp | 73.8%+22.0pp | 68.3%+27.4pp |
| Annual return | 11.46% | 35.90%-24.4pp | 282.51%-271.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $5,501 | $2,158+154.9% | $2,721+102.2% | $2,631+109.1% |
| Participant deferral / active EE | $3,232 | $3,030+6.6% | $4,175-22.6% | $4,212-23.3% |
| Admin fee / account holder | $3,549 | $4,863-27.0% | $5,349-33.6% | $7,344-51.7% |