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 | $100,597 | $53,127+89.4% | $86,590+16.2% | $70,131+43.4% |
| Participation rate | 77.1% | 65.3%+11.8pp | 73.5%+3.5pp | 69.5%+7.5pp |
| Annual return | 10.22% | 27.66%-17.4pp | 964.84%-954.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,874 | $2,068-9.4% | $2,839-34.0% | $2,342-20.0% |
| Participant deferral / active EE | $5,798 | $2,696+115.1% | $3,609+60.7% | $3,332+74.0% |
| Admin fee / account holder | $7,857 | $3,585+119.1% | $4,906+60.2% | $4,645+69.1% |