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 | $81,240 | $71,050+14.3% | $93,606-13.2% | $80,856+0.5% |
| Participation rate | 89.6% | 60.4%+29.1pp | 68.7%+20.8pp | 67.6%+21.9pp |
| Annual return | 7.21% | 11.26%-4.1pp | 133.20%-126.0pp | 35.59%-28.4pp |
| Employer contribution / active EE | $567 | $1,564-63.7% | $2,420-76.6% | $2,755-79.4% |
| Participant deferral / active EE | $6,279 | $4,034+55.7% | $4,411+42.3% | $4,296+46.2% |
| Admin fee / account holder | $19,518 | $6,945+181.0% | $8,285+135.6% | $6,918+182.1% |