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 | $106,858 | $54,541+95.9% | $78,778+35.6% | $70,131+52.4% |
| Participation rate | 93.1% | 60.8%+32.3pp | 69.2%+23.9pp | 69.5%+23.6pp |
| Annual return | 10.81% | 21.07%-10.3pp | 35.62%-24.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $996 | $1,089-8.5% | $1,986-49.8% | $2,342-57.5% |
| Participant deferral / active EE | $5,868 | $2,210+165.5% | $2,958+98.4% | $3,332+76.1% |
| Admin fee / account holder | $19,490 | $3,709+425.5% | $5,134+279.6% | $4,645+319.6% |