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 | $99,687 | $78,422+27.1% | $95,952+3.9% | $79,858+24.8% |
| Participation rate | 81.8% | 73.5%+8.3pp | 77.1%+4.7pp | 69.6%+12.2pp |
| Annual return | 4.06% | 19.37%-15.3pp | 91.61%-87.6pp | 31.71%-27.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,184 | $3,440-36.5% | $4,167-47.6% | $3,740-41.6% |
| Admin fee / account holder | $6,692 | $5,622+19.0% | $6,795-1.5% | $5,306+26.1% |