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 | $195,756 | $69,977+179.7% | $108,579+80.3% | $62,891+211.3% |
| Participation rate | 94.6% | 72.9%+21.7pp | 79.6%+15.1pp | 69.3%+25.3pp |
| Annual return | 1.70% | 10.73%-9.0pp | -51.70%+53.4pp | 20.14%-18.4pp |
| Employer contribution / active EE | $2,791 | $2,135+30.7% | $3,758-25.7% | $2,281+22.3% |
| Participant deferral / active EE | $7,421 | $3,165+134.5% | $4,311+72.1% | $3,203+131.7% |
| Admin fee / account holder | $26,896 | $5,076+429.8% | $7,645+251.8% | $4,296+526.1% |