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 | $97,420 | $78,705+23.8% | $117,854-17.3% | $70,131+38.9% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 6.31% | 23.30%-17.0pp | 335.08%-328.8pp | 73.14%-66.8pp |
| Employer contribution / active EE | $3,809 | $2,223+71.3% | $3,786+0.6% | $2,342+62.6% |
| Participant deferral / active EE | $5,968 | $3,297+81.0% | $4,482+33.2% | $3,332+79.1% |
| Admin fee / account holder | $18,174 | $5,065+258.8% | $8,020+126.6% | $4,645+291.2% |