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 | $107,986 | $88,672+21.8% | $105,223+2.6% | $82,448+31.0% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 12.39% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $5,216 | $3,048+71.1% | $3,689+41.4% | $2,551+104.5% |
| Participant deferral / active EE | $3,892 | $4,036-3.6% | $5,072-23.3% | $4,139-6.0% |
| Admin fee / account holder | $329 | $7,146-95.4% | $8,859-96.3% | $7,234-95.4% |