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 | $115,541 | $104,251+10.8% | $91,001+27.0% | $147,584-21.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 7.83% | 27.06%-19.2pp | 4.60%+3.2pp | 578.55%-570.7pp |
| Employer contribution / active EE | $5,429 | $3,116+74.2% | $2,456+121.1% | $4,876+11.3% |
| Participant deferral / active EE | $5,230 | $4,195+24.7% | $3,547+47.4% | $5,439-3.8% |
| Admin fee / account holder | $474 | $8,948-94.7% | $5,417-91.3% | $10,885-95.6% |