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 | $99,485 | $63,346+57.0% | $92,233+7.9% | $70,131+41.9% |
| Participation rate | 95.8% | 68.7%+27.2pp | 76.5%+19.4pp | 69.5%+26.3pp |
| Annual return | 11.63% | 530.12%-518.5pp | 176.28%-164.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $3,116 | $2,471+26.1% | $3,679-15.3% | $2,342+33.0% |
| Participant deferral / active EE | $3,061 | $2,854+7.3% | $3,897-21.5% | $3,332-8.1% |
| Admin fee / account holder | $3,705 | $3,840-3.5% | $5,194-28.7% | $4,645-20.2% |