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 | $159,121 | $89,355+78.1% | $141,162+12.7% | $72,985+118.0% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 3.80% | 111.85%-108.0pp | 71.39%-67.6pp | 81.00%-77.2pp |
| Employer contribution / active EE | $2,512 | $3,114-19.3% | $4,735-46.9% | $2,440+3.0% |
| Participant deferral / active EE | $6,514 | $5,418+20.2% | $6,709-2.9% | $3,607+80.6% |
| Admin fee / account holder | $447 | $5,958-92.5% | $10,261-95.6% | $5,124-91.3% |