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 | $96,583 | $74,888+29.0% | $71,209+35.6% | $142,382-32.2% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.1%+15.3pp |
| Annual return | 12.60% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,564 | $2,854-10.2% | $2,721-5.8% | $4,299-40.4% |
| Participant deferral / active EE | $5,493 | $4,454+23.3% | $4,175+31.6% | $6,507-15.6% |
| Admin fee / account holder | $2,399 | $5,568-56.9% | $5,349-55.2% | $12,624-81.0% |