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 | $98,816 | $54,705+80.6% | $71,209+38.8% | $84,808+16.5% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.2pp |
| Annual return | 11.92% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,091 | $2,158-3.1% | $2,721-23.1% | $2,631-20.5% |
| Participant deferral / active EE | $2,459 | $3,030-18.9% | $4,175-41.1% | $4,212-41.6% |
| Admin fee / account holder | $1,287 | $4,863-73.5% | $5,349-75.9% | $7,344-82.5% |