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 | $112,243 | $89,355+25.6% | $141,162-20.5% | $72,985+53.8% |
| Participation rate | 96.4% | 75.1%+21.2pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 14.85% | 111.85%-97.0pp | 71.39%-56.5pp | 81.00%-66.1pp |
| Employer contribution / active EE | $5,471 | $3,114+75.7% | $4,735+15.6% | $2,440+124.2% |
| Participant deferral / active EE | $15,669 | $5,418+189.2% | $6,709+133.6% | $3,607+334.4% |
| Admin fee / account holder | $12,706 | $5,958+113.3% | $10,261+23.8% | $5,124+148.0% |