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 | $107,005 | $63,346+68.9% | $92,233+16.0% | $70,131+52.6% |
| Participation rate | 80.8% | 68.7%+12.1pp | 76.5%+4.3pp | 69.5%+11.2pp |
| Annual return | 10.70% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $3,790 | $2,471+53.4% | $3,679+3.0% | $2,342+61.8% |
| Participant deferral / active EE | $3,933 | $2,854+37.8% | $3,897+0.9% | $3,332+18.0% |
| Admin fee / account holder | $1,725 | $3,840-55.1% | $5,194-66.8% | $4,645-62.9% |