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 | $89,753+20.3% | $107,525+0.4% | $84,808+27.3% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 12.39% | 29.48%-17.1pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $5,216 | $3,113+67.5% | $3,754+39.0% | $2,631+98.3% |
| Participant deferral / active EE | $3,892 | $4,056-4.1% | $5,116-23.9% | $4,212-7.6% |
| Admin fee / account holder | $329 | $7,222-95.4% | $8,919-96.3% | $7,344-95.5% |