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 | $94,242 | $56,053+68.1% | $75,972+24.0% | $80,856+16.6% |
| Participation rate | 87.5% | 62.0%+25.5pp | 69.1%+18.4pp | 67.6%+19.9pp |
| Annual return | 7.85% | 20.53%-12.7pp | 359.55%-351.7pp | 35.59%-27.7pp |
| Employer contribution / active EE | $6,505 | $1,874+247.1% | $2,685+142.3% | $2,755+136.1% |
| Participant deferral / active EE | $2,448 | $3,052-19.8% | $4,255-42.5% | $4,296-43.0% |
| Admin fee / account holder | $6,129 | $5,234+17.1% | $6,467-5.2% | $6,918-11.4% |