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 | $110,163 | $67,606+62.9% | $82,313+33.8% | $70,131+57.1% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.6pp |
| Annual return | 11.58% | 21.57%-10.0pp | 25.88%-14.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,099 | $1,755+19.6% | $2,428-13.6% | $2,342-10.4% |
| Participant deferral / active EE | $5,198 | $2,987+74.0% | $3,706+40.2% | $3,332+56.0% |
| Admin fee / account holder | $84,961 | $4,512+1783.0% | $5,608+1415.0% | $4,645+1729.0% |