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 | $100,237 | $65,365+53.3% | $92,893+7.9% | $72,985+37.3% |
| Participation rate | 82.4% | 68.3%+14.0pp | 76.0%+6.3pp | 69.5%+12.9pp |
| Annual return | 14.88% | 42.10%-27.2pp | 109.41%-94.5pp | 81.00%-66.1pp |
| Employer contribution / active EE | $3,095 | $2,594+19.3% | $3,653-15.3% | $2,440+26.8% |
| Participant deferral / active EE | $8,008 | $3,128+156.0% | $4,236+89.0% | $3,607+122.0% |
| Admin fee / account holder | $18,067 | $4,251+325.0% | $5,794+211.8% | $5,124+252.6% |