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 | $97,717 | $109,413-10.7% | $156,263-37.5% | $84,808+15.2% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 10.78% | 20.18%-9.4pp | 59.47%-48.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,820 | $2,907+31.4% | $4,333-11.8% | $2,631+45.2% |
| Participant deferral / active EE | $9,059 | $4,590+97.4% | $6,158+47.1% | $4,212+115.1% |
| Admin fee / account holder | $53,456 | $9,357+471.3% | $14,255+275.0% | $7,344+627.9% |