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 | $112,210 | $61,605+82.1% | $112,2290% | $75,163+49.3% |
| Participation rate | 92.0% | 61.7%+30.3pp | 72.4%+19.6pp | 67.2%+24.8pp |
| Annual return | 12.42% | 28.47%-16.0pp | 30.20%-17.8pp | 160.62%-148.2pp |
| Employer contribution / active EE | $4,867 | $2,015+141.5% | $3,430+41.9% | $2,670+82.3% |
| Participant deferral / active EE | $2,747 | $3,108-11.6% | $4,798-42.7% | $4,125-33.4% |
| Admin fee / account holder | $4,727 | $4,862-2.8% | $7,748-39.0% | $5,651-16.3% |