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 | $107,611 | $100,773+6.8% | $88,946+21.0% | $142,382-24.4% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 10.71% | 70.18%-59.5pp | 57.82%-47.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,986 | $2,918+2.3% | $2,555+16.9% | $4,299-30.5% |
| Participant deferral / active EE | $10,055 | $5,230+92.3% | $4,581+119.5% | $6,507+54.5% |
| Admin fee / account holder | $77,903 | $9,693+703.7% | $8,261+843.0% | $12,624+517.1% |