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 | $84,710 | $54,705+54.8% | $71,209+19.0% | $84,808-0.1% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 13.32% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,829 | $2,158+123.8% | $2,721+77.5% | $2,631+83.5% |
| Participant deferral / active EE | $6,166 | $3,030+103.5% | $4,175+47.7% | $4,212+46.4% |
| Admin fee / account holder | $3,925 | $4,863-19.3% | $5,349-26.6% | $7,344-46.6% |