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 | $87,422 | $63,346+38.0% | $92,233-5.2% | $70,131+24.7% |
| Participation rate | 97.6% | 68.7%+29.0pp | 76.5%+21.2pp | 69.5%+28.1pp |
| Annual return | 12.08% | 530.12%-518.0pp | 176.28%-164.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $2,706 | $2,471+9.5% | $3,679-26.5% | $2,342+15.5% |
| Participant deferral / active EE | $6,079 | $2,854+113.0% | $3,897+56.0% | $3,332+82.5% |
| Admin fee / account holder | $8,194 | $3,840+113.4% | $5,194+57.8% | $4,645+76.4% |