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 | $119,030 | $63,355+87.9% | $91,989+29.4% | $72,985+63.1% |
| Participation rate | 88.5% | 72.5%+15.9pp | 78.6%+9.8pp | 69.5%+19.0pp |
| Annual return | 16.18% | 35.35%-19.2pp | 69.02%-52.8pp | 81.00%-64.8pp |
| Employer contribution / active EE | $430 | $2,116-79.7% | $3,452-87.5% | $2,440-82.4% |
| Participant deferral / active EE | $4,356 | $4,883-10.8% | $5,923-26.5% | $3,607+20.7% |
| Admin fee / account holder | $8,890 | $4,668+90.4% | $7,743+14.8% | $5,124+73.5% |