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 | $97,843 | $63,346+54.5% | $92,233+6.1% | $70,131+39.5% |
| Participation rate | 92.5% | 68.7%+23.8pp | 76.5%+16.0pp | 69.5%+22.9pp |
| Annual return | 12.26% | 530.12%-517.9pp | 176.28%-164.0pp | 73.14%-60.9pp |
| Employer contribution / active EE | $4,488 | $2,471+81.6% | $3,679+22.0% | $2,342+91.6% |
| Participant deferral / active EE | $4,260 | $2,854+49.3% | $3,897+9.3% | $3,332+27.9% |
| Admin fee / account holder | $3,475 | $3,840-9.5% | $5,194-33.1% | $4,645-25.2% |