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 | $106,141 | $58,828+80.4% | $77,999+36.1% | $62,891+68.8% |
| Participation rate | 98.8% | 71.1%+27.8pp | 75.5%+23.3pp | 69.3%+29.5pp |
| Annual return | 2.15% | 17.16%-15.0pp | 425.96%-423.8pp | 20.14%-18.0pp |
| Employer contribution / active EE | $6,482 | $1,672+287.8% | $2,470+162.4% | $2,281+184.2% |
| Participant deferral / active EE | $6,791 | $2,686+152.9% | $3,497+94.2% | $3,203+112.0% |
| Admin fee / account holder | $4,546 | $4,393+3.5% | $5,480-17.0% | $4,296+5.8% |