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 | $98,115 | $71,050+38.1% | $93,606+4.8% | $80,856+21.3% |
| Participation rate | 84.8% | 60.4%+24.4pp | 68.7%+16.1pp | 67.6%+17.2pp |
| Annual return | 9.66% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $789 | $1,564-49.6% | $2,420-67.4% | $2,755-71.4% |
| Participant deferral / active EE | $1,896 | $4,034-53.0% | $4,411-57.0% | $4,296-55.9% |
| Admin fee / account holder | $18,754 | $6,945+170.0% | $8,285+126.4% | $6,918+171.1% |