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 | $99,195 | $71,050+39.6% | $93,606+6.0% | $80,856+22.7% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.3pp | 67.6%+29.4pp |
| Annual return | 9.82% | 11.26%-1.4pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,049 | $1,564+31.0% | $2,420-15.3% | $2,755-25.6% |
| Participant deferral / active EE | $4,757 | $4,034+17.9% | $4,411+7.8% | $4,296+10.7% |
| Admin fee / account holder | $11,223 | $6,945+61.6% | $8,285+35.5% | $6,918+62.2% |