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 | $98,721 | $91,552+7.8% | $133,956-26.3% | $79,858+23.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.83% | 61.85%-57.0pp | 45.09%-40.3pp | 31.71%-26.9pp |
| Employer contribution / active EE | $2,785 | $2,384+16.9% | $3,919-28.9% | $2,471+12.7% |
| Participant deferral / active EE | $5,701 | $3,733+52.7% | $5,048+12.9% | $3,740+52.4% |
| Admin fee / account holder | $12,589 | $6,321+99.2% | $8,927+41.0% | $5,306+137.2% |