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 | $113,470 | $53,127+113.6% | $86,590+31.0% | $70,131+61.8% |
| Participation rate | 92.2% | 65.3%+26.8pp | 73.5%+18.6pp | 69.5%+22.6pp |
| Annual return | 11.69% | 27.66%-16.0pp | 964.84%-953.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $2,414 | $2,068+16.7% | $2,839-15.0% | $2,342+3.1% |
| Participant deferral / active EE | $3,124 | $2,696+15.9% | $3,609-13.4% | $3,332-6.2% |
| Admin fee / account holder | $6,571 | $3,585+83.3% | $4,906+33.9% | $4,645+41.5% |