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 | $118,221 | $60,022+97.0% | $88,946+32.9% | $84,808+39.4% |
| Participation rate | 91.1% | 57.8%+33.2pp | 68.8%+22.2pp | 68.3%+22.8pp |
| Annual return | 12.31% | 22.43%-10.1pp | 57.82%-45.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,106 | $1,703+23.7% | $2,555-17.6% | $2,631-19.9% |
| Participant deferral / active EE | $6,702 | $3,114+115.2% | $4,581+46.3% | $4,212+59.1% |
| Admin fee / account holder | $3,988 | $4,811-17.1% | $8,261-51.7% | $7,344-45.7% |