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 | $98,086 | $54,705+79.3% | $71,209+37.7% | $84,808+15.7% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 13.21% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,628 | $2,158+68.1% | $2,721+33.3% | $2,631+37.9% |
| Participant deferral / active EE | $5,279 | $3,030+74.2% | $4,175+26.4% | $4,212+25.4% |
| Admin fee / account holder | $7,908 | $4,863+62.6% | $5,349+47.8% | $7,344+7.7% |