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 | $105,531 | $56,053+88.3% | $75,972+38.9% | $80,856+30.5% |
| Participation rate | 82.8% | 62.0%+20.7pp | 69.1%+13.7pp | 67.6%+15.1pp |
| Annual return | 9.79% | 20.53%-10.7pp | 359.55%-349.8pp | 35.59%-25.8pp |
| Employer contribution / active EE | $418 | $1,874-77.7% | $2,685-84.4% | $2,755-84.8% |
| Participant deferral / active EE | $3,633 | $3,052+19.1% | $4,255-14.6% | $4,296-15.4% |
| Admin fee / account holder | $4,155 | $5,234-20.6% | $6,467-35.7% | $6,918-39.9% |