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 | $114,699 | $54,541+110.3% | $78,778+45.6% | $70,131+63.5% |
| Participation rate | 85.9% | 60.8%+25.1pp | 69.2%+16.7pp | 69.5%+16.4pp |
| Annual return | 10.18% | 21.07%-10.9pp | 35.62%-25.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $713 | $1,089-34.5% | $1,986-64.1% | $2,342-69.6% |
| Participant deferral / active EE | $3,063 | $2,210+38.6% | $2,958+3.5% | $3,332-8.1% |
| Admin fee / account holder | $13,254 | $3,709+257.4% | $5,134+158.2% | $4,645+185.3% |