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 | $114,407 | $63,764+79.4% | $81,930+39.6% | $79,858+43.3% |
| Participation rate | 98.3% | 67.5%+30.8pp | 72.0%+26.3pp | 69.6%+28.7pp |
| Annual return | 9.13% | 22.66%-13.5pp | 29.49%-20.4pp | 31.71%-22.6pp |
| Employer contribution / active EE | $9,735 | $1,795+442.2% | $4,310+125.9% | $2,471+294.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,297 | $4,426+64.9% | $5,158+41.5% | $5,306+37.5% |