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 | $97,404 | $57,541+69.3% | $95,745+1.7% | $75,163+29.6% |
| Participation rate | 92.6% | 62.5%+30.1pp | 72.3%+20.4pp | 67.2%+25.5pp |
| Annual return | 12.44% | 34.93%-22.5pp | 28.35%-15.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,774 | $1,808+53.4% | $2,835-2.2% | $2,670+3.9% |
| Participant deferral / active EE | $3,680 | $3,074+19.7% | $4,245-13.3% | $4,125-10.8% |
| Admin fee / account holder | $13,958 | $4,099+240.6% | $5,678+145.8% | $5,651+147.0% |