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 | $77,469 | $67,606+14.6% | $82,313-5.9% | $70,131+10.5% |
| Participation rate | 85.3% | 72.8%+12.6pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 11.10% | 21.57%-10.5pp | 25.88%-14.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,000 | $1,755+14.0% | $2,428-17.6% | $2,342-14.6% |
| Participant deferral / active EE | $5,284 | $2,987+76.9% | $3,706+42.6% | $3,332+58.6% |
| Admin fee / account holder | $4,913 | $4,512+8.9% | $5,608-12.4% | $4,645+5.8% |