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 | $95,554 | $45,035+112.2% | $62,995+51.7% | $70,131+36.3% |
| Participation rate | 85.2% | 69.5%+15.7pp | 74.8%+10.4pp | 69.5%+15.6pp |
| Annual return | 11.14% | 18.76%-7.6pp | 87.57%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $7,833 | $2,051+281.9% | $2,759+183.9% | $2,342+234.4% |
| Participant deferral / active EE | $7,787 | $2,465+215.9% | $3,329+133.9% | $3,332+133.7% |
| Admin fee / account holder | $9,545 | $2,834+236.8% | $3,600+165.2% | $4,645+105.5% |