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 | $83,722 | $53,516+56.4% | $126,539-33.8% | $84,808-1.3% |
| Participation rate | 83.6% | 58.2%+25.4pp | 69.8%+13.8pp | 68.3%+15.3pp |
| Annual return | 7.13% | 58.34%-51.2pp | 425.95%-418.8pp | 40.90%-33.8pp |
| Employer contribution / active EE | $5,247 | $1,535+241.9% | $3,674+42.8% | $2,631+99.4% |
| Participant deferral / active EE | $3,610 | $2,671+35.2% | $4,083-11.6% | $4,212-14.3% |
| Admin fee / account holder | $9,497 | $4,497+111.2% | $6,065+56.6% | $7,344+29.3% |