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 | $104,348 | $65,365+59.6% | $92,893+12.3% | $72,985+43.0% |
| Participation rate | 76.8% | 68.3%+8.5pp | 76.0%+0.8pp | 69.5%+7.3pp |
| Annual return | 5.79% | 42.10%-36.3pp | 109.41%-103.6pp | 81.00%-75.2pp |
| Employer contribution / active EE | $5,767 | $2,594+122.3% | $3,653+57.9% | $2,440+136.4% |
| Participant deferral / active EE | $6,520 | $3,128+108.4% | $4,236+53.9% | $3,607+80.7% |
| Admin fee / account holder | $2,937 | $4,251-30.9% | $5,794-49.3% | $5,124-42.7% |