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 | $108,267 | $63,346+70.9% | $92,233+17.4% | $70,131+54.4% |
| Participation rate | 93.0% | 68.7%+24.3pp | 76.5%+16.5pp | 69.5%+23.4pp |
| Annual return | 10.22% | 530.12%-519.9pp | 176.28%-166.1pp | 73.14%-62.9pp |
| Employer contribution / active EE | $2,060 | $2,471-16.7% | $3,679-44.0% | $2,342-12.1% |
| Participant deferral / active EE | $7,005 | $2,854+145.5% | $3,897+79.8% | $3,332+110.3% |
| Admin fee / account holder | $8,928 | $3,840+132.5% | $5,194+71.9% | $4,645+92.2% |