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 | $111,390 | $91,552+21.7% | $133,956-16.8% | $79,858+39.5% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.7pp |
| Annual return | 7.91% | 61.85%-53.9pp | 45.09%-37.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $5,602 | $2,384+135.0% | $3,919+43.0% | $2,471+126.7% |
| Participant deferral / active EE | $3,885 | $3,733+4.1% | $5,048-23.0% | $3,740+3.9% |
| Admin fee / account holder | $6,200 | $6,321-1.9% | $8,927-30.6% | $5,306+16.8% |