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 | $94,550 | $109,881-14.0% | $150,045-37.0% | $84,808+11.5% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 14.14% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $9,348 | $3,561+162.5% | $4,693+99.2% | $2,631+255.3% |
| Participant deferral / active EE | $9,107 | $6,636+37.2% | $7,997+13.9% | $4,212+116.2% |
| Admin fee / account holder | $27,578 | $8,568+221.9% | $13,435+105.3% | $7,344+275.5% |