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 | $103,661 | $56,110+84.7% | $94,993+9.1% | $70,131+47.8% |
| Participation rate | 92.7% | 65.0%+27.7pp | 73.9%+18.8pp | 69.5%+23.2pp |
| Annual return | 4.19% | 51.02%-46.8pp | 27.12%-22.9pp | 73.14%-68.9pp |
| Employer contribution / active EE | $3,474 | $1,442+140.9% | $2,603+33.4% | $2,342+48.3% |
| Participant deferral / active EE | $7,264 | $2,391+203.8% | $3,317+119.0% | $3,332+118.0% |
| Admin fee / account holder | $2,990 | $3,456-13.5% | $4,960-39.7% | $4,645-35.6% |