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 | $102,200 | $57,590+77.5% | $86,233+18.5% | $82,448+24.0% |
| Participation rate | 82.3% | 57.9%+24.4pp | 69.0%+13.3pp | 68.1%+14.2pp |
| Annual return | 13.13% | 22.41%-9.3pp | 61.39%-48.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,443 | $1,655+47.6% | $2,504-2.4% | $2,551-4.2% |
| Participant deferral / active EE | $3,855 | $3,080+25.2% | $4,559-15.4% | $4,139-6.9% |
| Admin fee / account holder | $11,554 | $4,730+144.2% | $8,342+38.5% | $7,234+59.7% |