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 | $88,131 | $52,580+67.6% | $71,671+23.0% | $70,131+25.7% |
| Participation rate | 75.6% | 60.9%+14.7pp | 68.7%+6.9pp | 69.5%+6.1pp |
| Annual return | 12.09% | 20.25%-8.2pp | 20.65%-8.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $3,510 | $1,616+117.2% | $2,460+42.7% | $2,342+49.9% |
| Participant deferral / active EE | $3,977 | $2,386+66.7% | $3,438+15.7% | $3,332+19.4% |
| Admin fee / account holder | $26,334 | $3,653+620.9% | $5,558+373.8% | $4,645+466.9% |