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 | $87,467 | $54,705+59.9% | $71,209+22.8% | $84,808+3.1% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.8%+15.1pp | 68.3%+20.6pp |
| Annual return | 10.78% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,321 | $2,158+7.6% | $2,721-14.7% | $2,631-11.8% |
| Participant deferral / active EE | $5,165 | $3,030+70.4% | $4,175+23.7% | $4,212+22.6% |
| Admin fee / account holder | $2,504 | $4,863-48.5% | $5,349-53.2% | $7,344-65.9% |