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 | $107,147 | $63,861+67.8% | $104,607+2.4% | $79,858+34.2% |
| Participation rate | 75.8% | 64.9%+10.8pp | 74.1%+1.7pp | 69.6%+6.1pp |
| Annual return | 3.53% | 21.30%-17.8pp | 340.46%-336.9pp | 31.71%-28.2pp |
| Employer contribution / active EE | $2,101 | $1,588+32.3% | $2,681-21.6% | $2,471-15.0% |
| Participant deferral / active EE | $3,118 | $2,693+15.8% | $3,740-16.6% | $3,740-16.6% |
| Admin fee / account holder | $2,521 | $4,185-39.8% | $6,473-61.1% | $5,306-52.5% |