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 | $113,958 | $69,977+62.8% | $108,579+5.0% | $62,891+81.2% |
| Participation rate | 85.6% | 72.9%+12.7pp | 79.6%+6.0pp | 69.3%+16.2pp |
| Annual return | 4.49% | 10.73%-6.2pp | -51.70%+56.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,206 | $2,135-43.5% | $3,758-67.9% | $2,281-47.1% |
| Participant deferral / active EE | $5,778 | $3,165+82.6% | $4,311+34.0% | $3,203+80.4% |
| Admin fee / account holder | $7,444 | $5,076+46.6% | $7,645-2.6% | $4,296+73.3% |