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 | $83,292 | $54,705+52.3% | $71,209+17.0% | $84,808-1.8% |
| Participation rate | 82.4% | 64.1%+18.3pp | 73.8%+8.6pp | 68.3%+14.0pp |
| Annual return | 11.32% | 35.90%-24.6pp | 282.51%-271.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,420 | $2,158+12.2% | $2,721-11.0% | $2,631-8.0% |
| Participant deferral / active EE | $4,387 | $3,030+44.8% | $4,175+5.1% | $4,212+4.2% |
| Admin fee / account holder | $20,201 | $4,863+315.4% | $5,349+277.7% | $7,344+175.1% |