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 | $115,731 | $78,422+47.6% | $95,952+20.6% | $79,858+44.9% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 4.55% | 19.37%-14.8pp | 91.61%-87.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $5,361 | $1,945+175.6% | $2,541+111.0% | $2,471+117.0% |
| Participant deferral / active EE | $2,083 | $3,440-39.4% | $4,167-50.0% | $3,740-44.3% |
| Admin fee / account holder | $14,276 | $5,622+153.9% | $6,795+110.1% | $5,306+169.0% |