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 | $116,899 | $81,208+44.0% | $98,907+18.2% | $79,858+46.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 7.43% | 60.99%-53.6pp | 196.43%-189.0pp | 31.71%-24.3pp |
| Employer contribution / active EE | $2,698 | $1,960+37.7% | $2,689+0.3% | $2,471+9.2% |
| Participant deferral / active EE | $6,348 | $3,265+94.4% | $4,244+49.6% | $3,740+69.7% |
| Admin fee / account holder | $10,518 | $6,013+74.9% | $6,642+58.4% | $5,306+98.2% |