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 | $89,474 | $56,110+59.5% | $94,993-5.8% | $70,131+27.6% |
| Participation rate | 92.8% | 65.0%+27.8pp | 73.9%+18.9pp | 69.5%+23.2pp |
| Annual return | 11.32% | 51.02%-39.7pp | 27.12%-15.8pp | 73.14%-61.8pp |
| Employer contribution / active EE | $7,246 | $1,442+402.5% | $2,603+178.3% | $2,342+209.4% |
| Participant deferral / active EE | $5,236 | $2,391+119.0% | $3,317+57.8% | $3,332+57.2% |
| Admin fee / account holder | $2,463 | $3,456-28.7% | $4,960-50.3% | $4,645-47.0% |