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 | $106,036 | $86,944+22.0% | $107,525-1.4% | $74,304+42.7% |
| Participation rate | 98.0% | 59.6%+38.5pp | 75.1%+22.9pp | 60.3%+37.7pp |
| Annual return | 7.02% | 23.52%-16.5pp | 181.32%-174.3pp | 29.43%-22.4pp |
| Employer contribution / active EE | $4,457 | $2,757+61.7% | $3,754+18.7% | $2,241+98.9% |
| Participant deferral / active EE | $5,314 | $3,554+49.5% | $5,116+3.9% | $3,767+41.1% |
| Admin fee / account holder | $5,869 | $3,727+57.5% | $8,919-34.2% | $2,969+97.7% |