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 | $95,250 | $60,892+56.4% | $82,389+15.6% | $84,808+12.3% |
| Participation rate | 92.8% | 63.3%+29.5pp | 69.5%+23.2pp | 68.3%+24.4pp |
| Annual return | 12.88% | 37.29%-24.4pp | 28.67%-15.8pp | 40.90%-28.0pp |
| Employer contribution / active EE | $5,087 | $1,779+185.9% | $2,517+102.1% | $2,631+93.3% |
| Participant deferral / active EE | $9,983 | $3,179+214.1% | $4,155+140.3% | $4,212+137.0% |
| Admin fee / account holder | $3,862 | $5,467-29.4% | $7,231-46.6% | $7,344-47.4% |