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 | $98,110 | $63,346+54.9% | $92,233+6.4% | $70,131+39.9% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 6.47% | 530.12%-523.6pp | 176.28%-169.8pp | 73.14%-66.7pp |
| Employer contribution / active EE | $2,632 | $2,471+6.5% | $3,679-28.5% | $2,342+12.3% |
| Participant deferral / active EE | $5,920 | $2,854+107.4% | $3,897+51.9% | $3,332+77.7% |
| Admin fee / account holder | $8,365 | $3,840+117.8% | $5,194+61.1% | $4,645+80.1% |